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Scopus Asset Management’s Terex TEX Stock Holding History

Scopus 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
Q2 		$7.98M Buy
110,289
+77,150
+233% +$4.82M 0.11% 208
2026
Q1 		$1.96M Sell
33,139
-59,130
-64% -$3.66M 0.03% 271
2025
Q4 		$4.93M Buy
92,269
+52,297
+131% +$2.64M 0.08% 234
2025
Q3 		$2.05M Buy
+39,972
New +$2.04M 0.03% 276
2023
Q4 		– Sell
-172,841
Closed -$8.94M – 291
2023
Q3 		$9.96M Buy
172,841
+40,000
+30% +$2.38M 0.28% 106
2023
Q2 		$7.95M Sell
132,841
-19
-0% -$942 0.22% 134
2023
Q1 		$6.43M Buy
+132,860
New +$6.79M 0.15% 171
2018
Q1 		– Sell
-208,200
Closed -$9.03M – 368
2017
Q4 		$10M Buy
208,200
+70,000
+51% +$3.22M 0.09% 222
2017
Q3 		$6.22M Sell
138,200
-40,000
-22% -$1.58M 0.06% 224
2017
Q2 		$6.68M Sell
178,200
-523,115
-75% -$17.7M 0.07% 192
2017
Q1 		$22M Sell
701,315
-18,193
-3% -$572K 0.33% 106
2016
Q4 		$22.7M Buy
719,508
+102,926
+17% +$2.85M 0.5% 58
2016
Q3 		$15.7M Buy
+616,582
New +$14.4M 0.26% 96
2016
Q2 		– Sell
-91,450
Closed -$2.27M – 256
2016
Q1 		$2.27M Buy
+91,450
New +$1.91M 0.04% 170

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

Scopus Asset Management's TEX Position: Q2 2026 in Review

Scopus Asset Management increased its Terex (TEX) stake by 233% in Q2 2026, buying an estimated $4.82M and bringing the position to 110,289 shares worth $7.98M. The position accounts for 0.11% of the portfolio, ranked #208.

Scopus Asset Management first reported a position in TEX in Q1 2016 and has held it in 14 quarters since. The position peaked at $22.7M in Q4 2016. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Scopus Asset Management held 110,289 shares of Terex worth $7.98M as of Q2 2026.
  • Scopus Asset Management bought 77,150 Terex shares in Q2 2026, an estimated $4.82M.
  • Terex made up 0.11% of Scopus Asset Management's portfolio in Q2 2026, its #208 holding.
  • Scopus Asset Management first reported a position in Terex in Q1 2016 and has held it in 14 quarters since.
  • Scopus Asset Management's Terex position peaked at $22.7M in Q4 2016.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.