Massachusetts Financial Services
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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
Q2 		$136M Buy
1,874,736
+100,288
+6% +$6.27M 0.04% 345
2026
Q1 		$105M Buy
+1,774,448
New +$110M 0.04% 354
2024
Q1 		– Sell
-15,677
Closed -$901K – 881
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 – 901
2015
Q2 		$615K Buy
+26,472
New +$698K ﹤0.01% 822

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services's TEX Position: Q2 2026 in Review

Massachusetts Financial Services increased its Terex (TEX) stake by 5.7% in Q2 2026, buying an estimated $6.27M and bringing the position to 1,874,736 shares worth $136M. The position accounts for 0.04% of the portfolio, ranked #345.

Massachusetts Financial Services first reported a position in TEX in Q2 2015 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Massachusetts Financial Services held 1,874,736 shares of Terex worth $136M as of Q2 2026.
  • Massachusetts Financial Services bought 100,288 Terex shares in Q2 2026, an estimated $6.27M.
  • Terex made up 0.04% of Massachusetts Financial Services's portfolio in Q2 2026, its #345 holding.
  • Massachusetts Financial Services first reported a position in Terex in Q2 2015 and has held it in 13 quarters since.
  • 482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.