$TEX icon$

Y-Intercept (HK)’s Terex TEX Stock Holding History

Y-Intercept (HK)’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	$4.22M	Sell	58,279 -50,665	-47%	-$3.17M	0.08%	335
2026 Q1	$6.44M	Buy	+108,944	New	+$6.75M	0.12%	234
2024 Q4	–	Sell	-24,212	Closed	-$1.28M	–	1650
2024 Q3	$1.28M	Buy	+24,212	New	+$1.34M	0.08%	343
2023 Q2	–	Sell	-11,662	Closed	-$564K	–	1718
2023 Q1	$564K	Buy	+11,662	New	+$596K	0.07%	462

Other funds holding TEX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return