$TEX icon$

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

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westover Capital Advisors's TEX Position: Q1 2026 in Review

Westover Capital Advisors opened a new position in Terex (TEX) in Q1 2026: 13,404 shares worth $792K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in TEX as recently as Q4 2015.

Westover Capital Advisors first reported a position in TEX in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.71M in Q2 2014. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Westover Capital Advisors held 13,404 shares of Terex worth $792K as of Q1 2026.
Terex was a new Westover Capital Advisors position in Q1 2026.
Terex made up 0.15% of Westover Capital Advisors's portfolio in Q1 2026, its #109 holding.
Westover Capital Advisors first reported a position in Terex in Q2 2013 and has held it in 12 quarters since.
Westover Capital Advisors's Terex position peaked at $1.71M in Q2 2014.
470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.