$TEX icon$

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	$8.87M	Sell	150,000 -25,000	-14%	-$1.55M	0.15%	172
2025 Q4	$9.34M	Sell	175,000 -25,000	-13%	-$1.26M	0.15%	183
2025 Q3	$10.3M	Buy	+200,000	New	+$10.2M	0.14%	191
2024 Q4	–	Sell	-150,000	Closed	-$7.94M	–	301
2024 Q3	$7.94M	Buy	+150,000	New	+$8.29M	0.14%	186
2024 Q1	–	Sell	-150,000	Closed	-$8.62M	–	320
2023 Q4	$8.62M	Buy	150,000 +100,000	+200%	+$5.17M	0.22%	144
2023 Q3	$2.88M	Sell	50,000 -250,000	-83%	-$14.9M	0.08%	178
2023 Q2	$17.9M	Sell	300,000 -100,000	-25%	-$4.96M	0.5%	70
2023 Q1	$19.4M	Buy	+400,000	New	+$20.5M	0.47%	79
2021 Q4	–	Sell	-100,000	Closed	-$4.21M	–	399
2021 Q3	$4.21M	Buy	+100,000	New	+$4.73M	0.07%	238
2019 Q3	–	Sell	-120,000	Closed	-$3.77M	–	193
2019 Q2	$3.77M	Buy	+120,000	New	+$3.68M	0.11%	149
2018 Q2	–	Sell	-200,000	Closed	-$7.48M	–	373
2018 Q1	$7.48M	Buy	+200,000	New	+$8.68M	0.07%	216

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