$TEX icon$

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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T 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 $618B AUM 30.34% 1-Year Est. Return