JAM
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Jupiter Asset Management’s Terex TEX Stock Holding History

Jupiter Asset Management’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 		– Sell
-289,420
Closed -$15.4M – 561
2025
Q4 		$15.4M Buy
+289,420
New +$14.6M 0.12% 186
2025
Q2 		– Sell
-88,080
Closed -$3.33M – 515
2025
Q1 		$3.33M Sell
88,080
-32,357
-27% -$1.41M 0.03% 319
2024
Q4 		$5.57M Sell
120,437
-311
-0.3% -$16.2K 0.05% 269
2024
Q3 		$6.39M Buy
120,748
+19,082
+19% +$1.05M 0.06% 260
2024
Q2 		$5.58M Sell
101,666
-686,927
-87% -$40.7M 0.05% 260
2024
Q1 		$50.8M Sell
788,593
-117,057
-13% -$6.87M 0.48% 58
2023
Q4 		$52M Buy
905,650
+269,210
+42% +$13.9M 0.52% 49
2023
Q3 		$36.7M Buy
+636,440
New +$37.9M 0.41% 76
2022
Q2 		– Sell
-178,582
Closed -$6.37M – 640
2022
Q1 		$6.37M Sell
178,582
-122,162
-41% -$5.05M 0.08% 228
2021
Q4 		$13.2M Sell
300,744
-152,246
-34% -$6.84M 0.14% 180
2021
Q3 		$19.1M Sell
452,990
-36,763
-8% -$1.74M 0.22% 132
2021
Q2 		$23.3M Buy
489,753
+11,077
+2% +$538K 0.24% 113
2021
Q1 		$22.1M Buy
478,676
+59,341
+14% +$2.43M 0.22% 133
2020
Q4 		$14.6M Buy
419,335
+10,529
+3% +$311K 0.15% 175
2020
Q3 		$7.91M Buy
+408,806
New +$7.99M 0.08% 249

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jupiter Asset Management's TEX Position: Q1 2026 in Review

Jupiter Asset Management sold out of Terex (TEX) in Q1 2026, closing a stake of 289,420 shares — an estimated $15.4M sold.

Jupiter Asset Management first reported a position in TEX in Q3 2020 and held it in 15 quarters. The position peaked at $52M in Q4 2023. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Jupiter Asset Management reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • Jupiter Asset Management sold 289,420 Terex shares in Q1 2026, an estimated $15.4M.
  • Jupiter Asset Management first reported a position in Terex in Q3 2020 and held it in 15 quarters.
  • Jupiter Asset Management's Terex position peaked at $52M in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.