WIM
TEX icon

Westside Investment Management’s Terex TEX Stock Holding History

Westside Investment 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 		$21.7K Hold
370
– – ﹤0.01% 877
2025
Q4 		$20.3K Buy
370
+10
+3% +$505 ﹤0.01% 866
2025
Q3 		$18.6K Buy
360
+180
+100% +$9.17K ﹤0.01% 909
2025
Q2 		$8.77K Buy
+180
New +$7.53K ﹤0.01% 986

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

Westside Investment Management's TEX Position: Q1 2026 in Review

Westside Investment Management held its Terex (TEX) position steady in Q1 2026 at 370 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Westside Investment Management first reported a position in TEX in Q2 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Westside Investment Management held 370 shares of Terex worth $21.7K as of Q1 2026.
  • Westside Investment Management left its Terex share count unchanged in Q1 2026.
  • Terex made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #877 holding.
  • Westside Investment Management first reported a position in Terex in Q2 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.