VT
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Vise Technologies’s Terex TEX Stock Holding History

Vise Technologies’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$438K Hold
8,202
– – 0.01% 945
2025
Q4 		$438K Sell
8,202
-737
-8% -$37.2K 0.01% 951
2025
Q3 		$459K Sell
8,939
-1,089
-11% -$55.5K 0.02% 703
2025
Q2 		$468K Buy
+10,028
New +$419K 0.02% 671
2024
Q4 		$248K Buy
5,373
+538
+11% +$28K 0.02% 684
2024
Q3 		$256K Sell
4,835
-2,185
-31% -$121K 0.03% 504
2024
Q2 		$385K Buy
7,020
+603
+9% +$35.8K 0.07% 271
2024
Q1 		$413K Sell
6,417
-238
-4% -$14K 0.08% 238
2023
Q4 		$382K Buy
6,655
+2,223
+50% +$115K 0.08% 227
2023
Q3 		$255K Buy
4,432
+398
+10% +$23.7K 0.06% 278
2023
Q2 		$241K Buy
+4,034
New +$200K 0.06% 288

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vise Technologies's TEX Position: Q1 2026 in Review

Vise Technologies held its Terex (TEX) position steady in Q1 2026 at 8,202 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #945.

Vise Technologies first reported a position in TEX in Q2 2023 and has held it in 11 quarters since. The position peaked at $468K in Q2 2025. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Vise Technologies held 8,202 shares of Terex worth $438K as of Q1 2026.
  • Vise Technologies left its Terex share count unchanged in Q1 2026.
  • Terex made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #945 holding.
  • Vise Technologies first reported a position in Terex in Q2 2023 and has held it in 11 quarters since.
  • Vise Technologies's Terex position peaked at $468K in Q2 2025.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.