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Yousif Capital Management’s Terex TEX Stock Holding History

Yousif Capital Management’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 		$2.3M Sell
31,705
-1,897
-6% -$119K 0.03% 615
2026
Q1 		$1.99M Buy
33,602
+13,138
+64% +$814K 0.02% 670
2025
Q4 		$1.21M Sell
20,464
-414
-2% -$20.9K 0.01% 987
2025
Q3 		$1.07M Sell
20,878
-1,473
-7% -$75K 0.01% 1065
2025
Q2 		$1.04M Sell
22,351
-815
-4% -$34.1K 0.01% 1104
2025
Q1 		$875K Sell
23,166
-398
-2% -$17.4K 0.01% 1173
2024
Q4 		$1.09M Sell
23,564
-1,252
-5% -$65.3K 0.01% 1101
2024
Q3 		$1.31M Sell
24,816
-3,567
-13% -$197K 0.01% 1008
2024
Q2 		$1.56M Sell
28,383
-2,270
-7% -$135K 0.02% 886
2024
Q1 		$1.97M Sell
30,653
-777
-2% -$45.6K 0.02% 817
2023
Q4 		$1.81M Buy
31,430
+18
+0.1% +$931 0.02% 872
2023
Q3 		$1.81M Sell
31,412
-1,945
-6% -$116K 0.02% 803
2023
Q2 		$2M Sell
33,357
-921
-3% -$45.7K 0.02% 780
2023
Q1 		$1.66M Sell
34,278
-210
-0.6% -$10.7K 0.02% 867
2022
Q4 		$1.47M Sell
34,488
-167
-0.5% -$6.72K 0.02% 953
2022
Q3 		$1.03M Sell
34,655
-4,221
-11% -$138K 0.01% 1176
2022
Q2 		$1.06M Buy
38,876
+1,600
+4% +$53.3K 0.01% 1204
2022
Q1 		$1.33M Buy
37,276
+747
+2% +$30.9K 0.01% 1216
2021
Q4 		$1.6M Buy
+36,529
New +$1.64M 0.02% 1132

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

Yousif Capital Management's TEX Position: Q2 2026 in Review

Yousif Capital Management reduced its Terex (TEX) stake by 5.6% in Q2 2026, selling an estimated $119K and leaving 31,705 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #615.

Yousif Capital Management first reported a position in TEX in Q4 2021 and has held it in 19 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Yousif Capital Management held 31,705 shares of Terex worth $2.3M as of Q2 2026.
  • Yousif Capital Management sold 1,897 Terex shares in Q2 2026, an estimated $119K.
  • Terex made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #615 holding.
  • Yousif Capital Management first reported a position in Terex in Q4 2021 and has held it in 19 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.