Y-Intercept (HK)
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
Q3 		$259K Sell
4,918
-53,361
-92% -$3.4M 0.01% 1433
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 $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Y-Intercept (HK)'s TEX Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Terex (TEX) stake by 92% in Q3 2026, selling an estimated $3.4M and leaving 4,918 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #1433.

Y-Intercept (HK) first reported a position in TEX in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.44M in Q1 2026. 74 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Y-Intercept (HK) held 4,918 shares of Terex worth $259K as of Q3 2026.
  • Y-Intercept (HK) sold 53,361 Terex shares in Q3 2026, an estimated $3.4M.
  • Terex made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1433 holding.
  • Y-Intercept (HK) first reported a position in Terex in Q1 2023 and has held it in 5 quarters since.
  • Y-Intercept (HK)'s Terex position peaked at $6.44M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.