Massachusetts Financial Services

$TEX icon$

Massachusetts Financial Services’s Terex TEX Stock Holding History

Massachusetts Financial Services’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	$105M	Buy	+1,774,448	New	+$110M	0.04%	354
2024 Q1	–	Sell	-15,677	Closed	-$901K	–	883
2023 Q4	$901K	Sell	15,677 -14,289	-48%	-$739K	﹤0.01%	779
2023 Q3	$1.73M	Buy	29,966 +191	+0.6%	+$11.4K	﹤0.01%	736
2023 Q2	$1.78M	Buy	29,775 +1,443	+5%	+$71.6K	﹤0.01%	717
2023 Q1	$1.37M	Buy	+28,332	New	+$1.45M	﹤0.01%	736
2022 Q2	–	Sell	-11,900	Closed	-$424K	–	884
2022 Q1	$424K	Buy	11,900 +569	+5%	+$23.5K	﹤0.01%	830
2021 Q4	$498K	Sell	11,331 -184	-2%	-$8.26K	﹤0.01%	855
2021 Q3	$485K	Buy	+11,515	New	+$545K	﹤0.01%	879
2018 Q3	–	Sell	-27,307	Closed	-$1.15M	–	876
2018 Q2	$1.15M	Sell	27,307 -277	-1%	-$11K	﹤0.01%	769
2018 Q1	$1.03M	Buy	27,584 +671	+2%	+$29.1K	﹤0.01%	757
2017 Q4	$1.3M	Buy	+26,913	New	+$1.24M	﹤0.01%	731
2015 Q3	–	Sell	-26,472	Closed	-$615K	–	903
2015 Q2	$615K	Buy	+26,472	New	+$698K	﹤0.01%	822

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $141B AUM 30.34% 1-Year Est. Return