Janney Montgomery Scott
TEX icon

Janney Montgomery Scott’s Terex TEX Stock Holding History

Janney Montgomery Scott’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 		$229K Sell
3,168
-544
-15% -$34K ﹤0.01% 2917
2026
Q1 		$219K Sell
3,712
-730
-16% -$45.2K ﹤0.01% 2581
2025
Q4 		$237K Buy
+4,442
New +$224K ﹤0.01% 2705
2024
Q4 		– Sell
-8,460
Closed -$448K – 2843
2024
Q3 		$448K Sell
8,460
-9,678
-53% -$535K ﹤0.01% 2044
2024
Q2 		$995K Sell
18,138
-895
-5% -$53.1K ﹤0.01% 1447
2024
Q1 		$1.23M Sell
19,033
-111
-0.6% -$6.51K ﹤0.01% 1416
2023
Q4 		$1.1M Sell
19,144
-2,619
-12% -$135K ﹤0.01% 1390
2023
Q3 		$1.25M Buy
21,763
+729
+3% +$43.4K ﹤0.01% 1223
2023
Q2 		$1.26M Buy
21,034
+5,293
+34% +$263K ﹤0.01% 1287
2023
Q1 		$762K Buy
15,741
+3,069
+24% +$157K ﹤0.01% 1479
2022
Q4 		$541K Buy
12,672
+5,351
+73% +$215K ﹤0.01% 1717
2022
Q3 		$218K Buy
+7,321
New +$239K ﹤0.01% 2229
2018
Q4 		– Sell
-15,705
Closed -$627K – 2050
2018
Q3 		$627K Sell
15,705
-267
-2% -$10.9K 0.01% 1323
2018
Q2 		$674K Sell
15,972
-616
-4% -$24.4K 0.01% 1225
2018
Q1 		$621K Buy
16,588
+648
+4% +$28.1K 0.01% 1214
2017
Q4 		$769K Buy
+15,940
New +$734K 0.01% 1076
2014
Q4 		– Sell
-13,455
Closed -$427K – 2387
2014
Q3 		$427K Buy
13,455
+563
+4% +$20.6K 0.01% 1394
2014
Q2 		$530K Sell
12,892
-695
-5% -$28.3K 0.01% 1209
2014
Q1 		$602K Sell
13,587
-1,767
-12% -$74.2K 0.01% 1005
2013
Q4 		$645K Buy
15,354
+5,247
+52% +$190K 0.02% 926
2013
Q3 		$340K Buy
+10,107
New +$306K 0.01% 1257

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

Janney Montgomery Scott's TEX Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Terex (TEX) stake by 15% in Q2 2026, selling an estimated $34K and leaving 3,168 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Janney Montgomery Scott first reported a position in TEX in Q3 2013 and has held it in 21 quarters since. The position peaked at $1.26M in Q2 2023. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Janney Montgomery Scott held 3,168 shares of Terex worth $229K as of Q2 2026.
  • Janney Montgomery Scott sold 544 Terex shares in Q2 2026, an estimated $34K.
  • Terex made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2917 holding.
  • Janney Montgomery Scott first reported a position in Terex in Q3 2013 and has held it in 21 quarters since.
  • Janney Montgomery Scott's Terex position peaked at $1.26M in Q2 2023.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.