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Caprock Group’s Terex TEX Stock Holding History

Caprock 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
Q1 		$282K Buy
+4,772
New +$296K 0.01% 945
2021
Q4 		– Sell
-5,781
Closed -$243K – 622
2021
Q3 		$243K Hold
5,781
– – 0.02% 447
2021
Q2 		$275K Hold
5,781
– – 0.03% 400
2021
Q1 		$266K Buy
+5,781
New +$237K 0.03% 376
2018
Q1 		– Sell
-4,628
Closed -$226K – 490
2017
Q4 		$226K Buy
+4,628
New +$213K 0.04% 393
2017
Q2 		– Sell
-21,347
Closed -$670K – 465
2017
Q1 		$670K Buy
+21,347
New +$671K 0.16% 131

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Caprock Group's TEX Position: Q1 2026 in Review

Caprock Group opened a new position in Terex (TEX) in Q1 2026: 4,772 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Caprock Group previously reported a position in TEX as recently as Q3 2021.

Caprock Group first reported a position in TEX in Q1 2017 and has held it in 6 quarters since. The position peaked at $670K in Q1 2017. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Caprock Group held 4,772 shares of Terex worth $282K as of Q1 2026.
  • Terex was a new Caprock Group position in Q1 2026.
  • Terex made up 0.01% of Caprock Group's portfolio in Q1 2026, its #945 holding.
  • Caprock Group first reported a position in Terex in Q1 2017 and has held it in 6 quarters since.
  • Caprock Group's Terex position peaked at $670K in Q1 2017.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.