$TEX icon$

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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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