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

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.