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Westend Capital Management’s Terex TEX Stock Holding History

Westend Capital Management’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
Q2 		$196K Hold
2,710
– – 0.04% 57
2026
Q1 		$160K Hold
2,710
– – 0.05% 56
2025
Q4 		$145K Sell
2,710
-149
-5% -$7.53K 0.04% 55
2025
Q3 		$147K Sell
2,859
-28
-1% -$1.43K 0.04% 43
2025
Q2 		$135K Sell
2,887
-17
-0.6% -$711 0.04% 46
2025
Q1 		$110K Hold
2,904
– – 0.04% 53
2024
Q4 		$134K Sell
2,904
-157
-5% -$8.18K 0.04% 50
2024
Q3 		$162K Hold
3,061
– – 0.06% 48
2024
Q2 		$164K Sell
3,061
-95
-3% -$5.63K 0.06% 41
2024
Q1 		$203K Buy
+3,156
New +$185K 0.08% 42

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westend Capital Management's TEX Position: Q2 2026 in Review

Westend Capital Management held its Terex (TEX) position steady in Q2 2026 at 2,710 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #57.

Westend Capital Management first reported a position in TEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $203K in Q1 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Westend Capital Management held 2,710 shares of Terex worth $196K as of Q2 2026.
  • Westend Capital Management left its Terex share count unchanged in Q2 2026.
  • Terex made up 0.04% of Westend Capital Management's portfolio in Q2 2026, its #57 holding.
  • Westend Capital Management first reported a position in Terex in Q1 2024 and has held it in 10 quarters since.
  • Westend Capital Management's Terex position peaked at $203K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.