$TEX icon$

Whittier Trust’s Terex TEX Stock Holding History

Whittier Trust’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	$135K	Hold	2,269	–	–	﹤0.01%	659
2025 Q4	$133K	Hold	2,269	–	–	﹤0.01%	680
2025 Q3	$119K	Hold	2,269	–	–	﹤0.01%	684
2025 Q2	$106K	Hold	2,269	–	–	﹤0.01%	783
2025 Q1	$85.7K	Hold	2,269	–	–	﹤0.01%	810
2024 Q4	$105K	Hold	2,269	–	–	﹤0.01%	784
2024 Q3	$120K	Hold	2,269	–	–	﹤0.01%	753
2024 Q2	$124K	Hold	2,269	–	–	﹤0.01%	734
2024 Q1	$146K	Hold	2,269	–	–	﹤0.01%	716
2023 Q4	$130K	Hold	2,269	–	–	﹤0.01%	716
2023 Q3	$131K	Hold	2,269	–	–	﹤0.01%	706
2023 Q2	$136K	Hold	2,269	–	–	﹤0.01%	713
2023 Q1	$110K	Hold	2,269	–	–	﹤0.01%	789
2022 Q4	$96.9K	Hold	2,269	–	–	﹤0.01%	820
2022 Q3	$67K	Sell	2,269 -1,200	-35%	-$39.2K	﹤0.01%	916
2022 Q2	$95K	Sell	3,469 -227	-6%	-$7.56K	﹤0.01%	806
2022 Q1	$132K	Sell	3,696 -417	-10%	-$17.3K	﹤0.01%	759
2021 Q4	$181K	Buy	+4,113	New	+$185K	﹤0.01%	691
2019 Q3	–	Sell	-10,000	Closed	-$314K	–	1592
2019 Q2	$314K	Hold	10,000	–	–	0.01%	460
2019 Q1	$321K	Hold	10,000	–	–	0.01%	455
2018 Q4	$276K	Buy	+10,000	New	+$320K	0.01%	459

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

Whittier Trust's TEX Position: Q1 2026 in Review

Whittier Trust held its Terex (TEX) position steady in Q1 2026 at 2,269 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Whittier Trust first reported a position in TEX in Q4 2018 and has held it in 21 quarters since. The position peaked at $321K in Q1 2019. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Whittier Trust held 2,269 shares of Terex worth $135K as of Q1 2026.
Whittier Trust left its Terex share count unchanged in Q1 2026.
Terex made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #659 holding.
Whittier Trust first reported a position in Terex in Q4 2018 and has held it in 21 quarters since.
Whittier Trust's Terex position peaked at $321K in Q1 2019.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.