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
Q2 		$12.8M Buy
176,331
+217
+0.1% +$13.6K 0.01% 466
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 $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

ClearBridge Investments's TEX Position: Q2 2026 in Review

ClearBridge Investments increased its Terex (TEX) stake by 0.12% in Q2 2026, buying an estimated $13.6K and bringing the position to 176,331 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #466.

ClearBridge Investments first reported a position in TEX in Q4 2019 and has held it in 18 quarters since. The position peaked at $24.6M in Q2 2023. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • ClearBridge Investments held 176,331 shares of Terex worth $12.8M as of Q2 2026.
  • ClearBridge Investments bought 217 Terex shares in Q2 2026, an estimated $13.6K.
  • Terex made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #466 holding.
  • ClearBridge Investments first reported a position in Terex in Q4 2019 and has held it in 18 quarters since.
  • ClearBridge Investments's Terex position peaked at $24.6M in Q2 2023.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.