$TEX icon$

Westover Capital Advisors’s Terex TEX Stock Holding History

Westover Capital Advisors’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	$885K	Sell	12,232 -1,172	-9%	-$73.3K	0.15%	105
2026 Q1	$792K	Buy	+13,404	New	+$830K	0.15%	109
2016 Q1	–	Sell	-13,401	Closed	-$248K	–	101
2015 Q4	$248K	Sell	13,401 -36,636	-73%	-$724K	0.21%	83
2015 Q3	$898K	Sell	50,037 -7,230	-13%	-$158K	0.77%	44
2015 Q2	$1.33M	Buy	57,267 +2,030	+4%	+$53.6K	1.06%	31
2015 Q1	$1.47M	Buy	55,237 +28,534	+107%	+$721K	1.19%	30
2014 Q4	$744K	Sell	26,703 -23,394	-47%	-$669K	0.64%	48
2014 Q3	$1.59M	Buy	50,097 +8,459	+20%	+$309K	1.3%	29
2014 Q2	$1.71M	Buy	41,638 +31,679	+318%	+$1.29M	1.44%	27
2014 Q1	$441K	Sell	9,959 -13	-0.1%	-$546	0.41%	62
2013 Q4	$419K	Hold	9,972	–	–	0.4%	58
2013 Q3	$335K	Sell	9,972 -1,198	-11%	-$36.3K	0.35%	58
2013 Q2	$294K	Buy	+11,170	New	+$345K	0.29%	62

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westover Capital Advisors's TEX Position: Q2 2026 in Review

Westover Capital Advisors reduced its Terex (TEX) stake by 8.7% in Q2 2026, selling an estimated $73.3K and leaving 12,232 shares worth $885K. The position accounts for 0.15% of the portfolio, ranked #105.

Westover Capital Advisors first reported a position in TEX in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.71M in Q2 2014. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Westover Capital Advisors held 12,232 shares of Terex worth $885K as of Q2 2026.
Westover Capital Advisors sold 1,172 Terex shares in Q2 2026, an estimated $73.3K.
Terex made up 0.15% of Westover Capital Advisors's portfolio in Q2 2026, its #105 holding.
Westover Capital Advisors first reported a position in Terex in Q2 2013 and has held it in 13 quarters since.
Westover Capital Advisors's Terex position peaked at $1.71M in Q2 2014.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.