$TEX icon$

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's TEX Position: Q1 2026 in Review

UBS Group increased its Terex (TEX) stake by 112% in Q1 2026, buying an estimated $19.1M and bringing the position to 584,137 shares worth $34.5M. The position accounts for 0.01% of the portfolio, ranked #2017.

UBS Group first reported a position in TEX in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.5M in Q3 2025. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

UBS Group held 584,137 shares of Terex worth $34.5M as of Q1 2026.
UBS Group bought 308,948 Terex shares in Q1 2026, an estimated $19.1M.
Terex made up 0.01% of UBS Group's portfolio in Q1 2026, its #2017 holding.
UBS Group first reported a position in Terex in Q4 2014 and has held it in 46 quarters since.
UBS Group's Terex position peaked at $49.5M in Q3 2025.
470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.