$TEX icon$

SMA Capital’s Terex TEX Stock Holding History

SMA Capital’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	$5.43M	Buy	75,000 +22,899	+44%	+$1.43M	2.28%	16
2026 Q1	$3.08M	Buy	+52,101	New	+$3.23M	1.33%	31

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SMA Capital's TEX Position: Q2 2026 in Review

SMA Capital increased its Terex (TEX) stake by 44% in Q2 2026, buying an estimated $1.43M and bringing the position to 75,000 shares worth $5.43M. The position accounts for 2.28% of the portfolio, ranked #16.

SMA Capital first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

SMA Capital held 75,000 shares of Terex worth $5.43M as of Q2 2026.
SMA Capital bought 22,899 Terex shares in Q2 2026, an estimated $1.43M.
Terex made up 2.28% of SMA Capital's portfolio in Q2 2026, its #16 holding.
SMA Capital first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.