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TEX icon

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
Q2 		$232K Sell
3,198
-1,574
-33% -$98.4K ﹤0.01% 1119
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 $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 $3.37T AUM 44.26% 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

Caprock Group's TEX Position: Q2 2026 in Review

Caprock Group reduced its Terex (TEX) stake by 33% in Q2 2026, selling an estimated $98.4K and leaving 3,198 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Caprock Group first reported a position in TEX in Q1 2017 and has held it in 7 quarters since. The position peaked at $670K in Q1 2017. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Caprock Group held 3,198 shares of Terex worth $232K as of Q2 2026.
  • Caprock Group sold 1,574 Terex shares in Q2 2026, an estimated $98.4K.
  • Terex made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1119 holding.
  • Caprock Group first reported a position in Terex in Q1 2017 and has held it in 7 quarters since.
  • Caprock Group's Terex position peaked at $670K in Q1 2017.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.