ClearBridge Investments
TEX icon

ClearBridge Investments’s Terex TEX Stock Holding History

ClearBridge Investments’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 		$10.4M Sell
176,114
-5,169
-3% -$320K 0.01% 463
2025
Q4 		$9.68M Sell
181,283
-14,519
-7% -$733K 0.01% 489
2025
Q3 		$10M Sell
195,802
-55,407
-22% -$2.82M 0.01% 505
2025
Q2 		$11.7M Sell
251,209
-50,717
-17% -$2.12M 0.01% 461
2025
Q1 		$11.4M Sell
301,926
-67,129
-18% -$2.93M 0.01% 472
2024
Q4 		$17.1M Buy
369,055
+63,854
+21% +$3.33M 0.01% 465
2024
Q3 		$16.1M Sell
305,201
-40,067
-12% -$2.21M 0.01% 476
2024
Q2 		$18.9M Sell
345,268
-5,885
-2% -$349K 0.02% 453
2024
Q1 		$22.6M Buy
351,153
+8,908
+3% +$522K 0.02% 443
2023
Q4 		$19.7M Buy
342,245
+6,119
+2% +$316K 0.02% 467
2023
Q3 		$19.4M Sell
336,126
-74,683
-18% -$4.45M 0.02% 427
2023
Q2 		$24.6M Buy
410,809
+3,513
+0.9% +$174K 0.02% 413
2023
Q1 		$19.7M Buy
407,296
+3,797
+0.9% +$194K 0.02% 429
2022
Q4 		$17.2M Buy
403,499
+70,687
+21% +$2.85M 0.02% 453
2022
Q3 		$9.9M Buy
+332,812
New +$10.9M 0.01% 517
2020
Q2 		– Sell
-1,130
Closed -$16K – 1048
2020
Q1 		$16K Sell
1,130
-20
-2% -$453 ﹤0.01% 913
2019
Q4 		$35K Buy
+1,150
New +$32.3K ﹤0.01% 889

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