$TEX icon$

UBS Group’s Terex TEX Stock Holding History

UBS 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
2023 Q4	–	Sell	-51,100	Closed	-$2.94M	–	9876
2023 Q3	$2.94M	Buy	+51,100	New	+$3.05M	﹤0.01%	3078
2019 Q4	–	Sell	-75,000	Closed	-$1.95M	–	8401
2019 Q3	$1.95M	Buy	+75,000	New	+$2.06M	﹤0.01%	3308
2018 Q1	–	Sell	-250,000	Closed	-$12.1M	–	8156
2017 Q4	$12.1M	Sell	250,000 -8,200	-3%	-$378K	0.01%	1572
2017 Q3	$11.6M	Sell	258,200 -41,800	-14%	-$1.65M	0.01%	1492
2017 Q2	$11.3M	Sell	300,000 -50,000	-14%	-$1.69M	0.01%	1442
2017 Q1	$11M	Buy	350,000 +150,000	+75%	+$4.71M	0.01%	1424
2016 Q4	$6.31M	Hold	200,000	–	–	﹤0.01%	1881
2016 Q3	$5.08M	Hold	200,000	–	–	﹤0.01%	2012
2016 Q2	$4.06M	Hold	200,000	–	–	﹤0.01%	2132
2016 Q1	$4.98M	Sell	200,000 -71,000	-26%	-$1.49M	﹤0.01%	1867
2015 Q4	$5.01M	Hold	271,000	–	–	﹤0.01%	1963
2015 Q3	$4.86M	Hold	271,000	–	–	﹤0.01%	1942
2015 Q2	$6.3M	Sell	271,000 -225,800	-45%	-$5.96M	﹤0.01%	1858
2015 Q1	$13.2M	Buy	496,800 +47,500	+11%	+$1.2M	0.01%	1248
2014 Q4	$12.5M	Buy	+449,300	New	+$12.8M	0.01%	1334

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 $3.37T AUM 44.26% 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

UBS Group's TEX Position: Q2 2026 in Review

UBS Group increased its Terex (TEX) stake by 38% in Q2 2026, buying an estimated $14.1M and bringing the position to 808,901 shares worth $58.6M. The position accounts for 0.01% of the portfolio, ranked #1590.

UBS Group first reported a position in TEX in Q4 2014 and has held it in 47 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

UBS Group held 808,901 shares of Terex worth $58.6M as of Q2 2026.
UBS Group bought 224,764 Terex shares in Q2 2026, an estimated $14.1M.
Terex made up 0.01% of UBS Group's portfolio in Q2 2026, its #1590 holding.
UBS Group first reported a position in Terex in Q4 2014 and has held it in 47 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.