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Winton Group’s Terex TEX Stock Holding History

Winton Group’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 		– Sell
-10,500
Closed -$621K – 1484
2026
Q1 		$621K Buy
+10,500
New +$650K 0.02% 653
2024
Q4 		– Sell
-18,371
Closed -$972K – 781
2024
Q3 		$972K Buy
18,371
+6,841
+59% +$378K 0.07% 331
2024
Q2 		$632K Sell
11,530
-5,001
-30% -$297K 0.04% 392
2024
Q1 		$1.06M Buy
16,531
+8,334
+102% +$489K 0.08% 227
2023
Q4 		$471K Sell
8,197
-701
-8% -$36.2K 0.03% 351
2023
Q3 		$513K Sell
8,898
-582
-6% -$34.7K 0.04% 235
2023
Q2 		$567K Buy
9,480
+3,816
+67% +$189K 0.05% 271
2023
Q1 		$274K Buy
+5,664
New +$290K 0.02% 842
2022
Q2 		– Sell
-7,503
Closed -$268K – 1077
2022
Q1 		$268K Buy
+7,503
New +$310K 0.01% 843
2021
Q4 		– Sell
-8,712
Closed -$367K – 1388
2021
Q3 		$367K Sell
8,712
-2,484
-22% -$118K 0.02% 1014
2021
Q2 		$533K Sell
11,196
-743
-6% -$36.1K 0.03% 885
2021
Q1 		$550K Buy
+11,939
New +$489K 0.03% 829
2018
Q4 		– Sell
-249,414
Closed -$9.95M – 1031
2018
Q3 		$9.95M Buy
+249,414
New +$10.1M 0.21% 192
2017
Q2 		– Sell
-17,250
Closed -$542K – 630
2017
Q1 		$542K Buy
+17,250
New +$542K 0.01% 383
2014
Q4 		– Sell
-12,647
Closed -$402K – 662
2014
Q3 		$402K Buy
12,647
+1,253
+11% +$45.8K ﹤0.01% 603
2014
Q2 		$468K Buy
+11,394
New +$463K ﹤0.01% 602

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winton Group's TEX Position: Q2 2026 in Review

Winton Group sold out of Terex (TEX) in Q2 2026, closing a stake of 10,500 shares — an estimated $621K sold.

Winton Group first reported a position in TEX in Q2 2014 and held it in 16 quarters. The position peaked at $9.95M in Q3 2018. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Winton Group reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 10,500 Terex shares in Q2 2026, an estimated $621K.
  • Winton Group first reported a position in Terex in Q2 2014 and held it in 16 quarters.
  • Winton Group's Terex position peaked at $9.95M in Q3 2018.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.