Schroder Investment Management Group
TEX icon

Schroder Investment Management Group’s Terex TEX Stock Holding History

Schroder Investment Management Group’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 		$4.63M Buy
+84,317
New +$5.22M ﹤0.01% 792
2024
Q3 		– Sell
-129,342
Closed -$7.09M – 1265
2024
Q2 		$7.09M Sell
129,342
-75,956
-37% -$4.51M 0.01% 706
2024
Q1 		$13.2M Buy
205,298
+68,524
+50% +$4.02M 0.02% 594
2023
Q4 		$7.86M Buy
136,774
+33,517
+32% +$1.73M 0.01% 682
2023
Q3 		$5.95M Sell
103,257
-11,374
-10% -$678K 0.01% 708
2023
Q2 		$6.86M Buy
114,631
+102,622
+855% +$5.09M 0.01% 715
2023
Q1 		$581K Hold
12,009
– – ﹤0.01% 1125
2022
Q4 		$513K Hold
12,009
– – ﹤0.01% 1142
2022
Q3 		$358K Sell
12,009
-5,415
-31% -$177K ﹤0.01% 1186
2022
Q2 		$487K Sell
17,424
-72,527
-81% -$2.42M ﹤0.01% 1176
2022
Q1 		$3.33M Buy
89,951
+16,436
+22% +$680K ﹤0.01% 930
2021
Q4 		$3.23M Buy
73,515
+51,389
+232% +$2.31M ﹤0.01% 839
2021
Q3 		$932K Buy
22,126
+9,265
+72% +$438K ﹤0.01% 1115
2021
Q2 		$612K Buy
12,861
+7,446
+138% +$362K ﹤0.01% 1206
2021
Q1 		$249K Buy
+5,415
New +$222K ﹤0.01% 1303
2018
Q4 		– Sell
-268
Closed -$11K – 1298
2018
Q3 		$11K Buy
+268
New +$10.9K ﹤0.01% 1245
2017
Q1 		– Sell
-787,160
Closed -$24.8M – 1270
2016
Q4 		$24.8M Sell
787,160
-430,170
-35% -$11.9M 0.05% 426
2016
Q3 		$30.9M Buy
1,217,330
+42,530
+4% +$992K 0.06% 374
2016
Q2 		$23.9M Buy
+1,174,800
New +$26.9M 0.05% 419
2015
Q1 		– Sell
-71
Closed -$2K – 1317
2014
Q4 		$2K Buy
+71
New +$2.03K ﹤0.01% 1326
2014
Q3 		– Sell
-16,370
Closed -$673K – 1487
2014
Q2 		$673K Sell
16,370
-617,362
-97% -$25.1M ﹤0.01% 1027
2014
Q1 		$28.1M Sell
633,732
-175,380
-22% -$7.37M 0.03% 405
2013
Q4 		$34M Buy
809,112
+547,712
+210% +$19.9M 0.04% 338
2013
Q3 		$8.78M Buy
+261,400
New +$7.92M 0.02% 658

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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 $618B AUM 30.34% 1-Year Est. Return

Schroder Investment Management Group's TEX Position: Q1 2026 in Review

Schroder Investment Management Group opened a new position in Terex (TEX) in Q1 2026: 84,317 shares worth $4.63M. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Schroder Investment Management Group previously reported a position in TEX as recently as Q2 2024.

Schroder Investment Management Group first reported a position in TEX in Q3 2013 and has held it in 24 quarters since. The position peaked at $34M in Q4 2013. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Schroder Investment Management Group held 84,317 shares of Terex worth $4.63M as of Q1 2026.
  • Terex was a new Schroder Investment Management Group position in Q1 2026.
  • Terex made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #792 holding.
  • Schroder Investment Management Group first reported a position in Terex in Q3 2013 and has held it in 24 quarters since.
  • Schroder Investment Management Group's Terex position peaked at $34M in Q4 2013.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.