Wellington Management Group
TEX icon

Wellington Management Group’s Terex TEX Stock Holding History

Wellington Management 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
2026
Q2 		$242M Sell
3,337,162
-411,282
-11% -$25.7M 0.04% 348
2026
Q1 		$222M Buy
3,748,444
+950,335
+34% +$58.9M 0.04% 357
2025
Q4 		$149M Buy
2,798,109
+425,322
+18% +$21.5M 0.03% 451
2025
Q3 		$122M Buy
+2,372,787
New +$121M 0.02% 512
2021
Q3 		– Sell
-8,177
Closed -$389K – 2265
2021
Q2 		$389K Hold
8,177
– – ﹤0.01% 1968
2021
Q1 		$377K Buy
+8,177
New +$335K ﹤0.01% 1923
2020
Q4 		– Sell
-38,684
Closed -$749K – 2009
2020
Q3 		$749K Buy
+38,684
New +$756K ﹤0.01% 1626
2019
Q3 		– Sell
-37,521
Closed -$1.18M – 2111
2019
Q2 		$1.18M Sell
37,521
-61,809
-62% -$1.9M ﹤0.01% 1731
2019
Q1 		$3.19M Buy
99,330
+63,772
+179% +$2.02M ﹤0.01% 1493
2018
Q4 		$980K Sell
35,558
-1,110,449
-97% -$35.5M ﹤0.01% 1800
2018
Q3 		$45.7M Buy
1,146,007
+14,215
+1% +$578K 0.01% 829
2018
Q2 		$47.8M Sell
1,131,792
-896,420
-44% -$35.6M 0.01% 810
2018
Q1 		$75.9M Buy
2,028,212
+35,013
+2% +$1.52M 0.02% 657
2017
Q4 		$96.1M Sell
1,993,199
-127,884
-6% -$5.89M 0.02% 581
2017
Q3 		$95.5M Buy
2,121,083
+27,686
+1% +$1.1M 0.02% 555
2017
Q2 		$78.5M Buy
2,093,397
+852,154
+69% +$28.8M 0.02% 588
2017
Q1 		$39M Sell
1,241,243
-19,780
-2% -$621K 0.01% 812
2016
Q4 		$39.8M Buy
+1,261,023
New +$35M 0.01% 776
2014
Q2 		– Sell
-785,900
Closed -$34.8M – 2227
2014
Q1 		$34.8M Sell
785,900
-235,400
-23% -$9.89M 0.01% 861
2013
Q4 		$42.9M Buy
1,021,300
+307,800
+43% +$11.2M 0.01% 787
2013
Q3 		$24M Buy
713,500
+300,700
+73% +$9.11M 0.01% 923
2013
Q2 		$10.9M Buy
+412,800
New +$12.7M ﹤0.01% 1157

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group's TEX Position: Q2 2026 in Review

Wellington Management Group reduced its Terex (TEX) stake by 11% in Q2 2026, selling an estimated $25.7M and leaving 3,337,162 shares worth $242M. The position accounts for 0.04% of the portfolio, ranked #348.

Wellington Management Group first reported a position in TEX in Q2 2013 and has held it in 22 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Wellington Management Group held 3,337,162 shares of Terex worth $242M as of Q2 2026.
  • Wellington Management Group sold 411,282 Terex shares in Q2 2026, an estimated $25.7M.
  • Terex made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #348 holding.
  • Wellington Management Group first reported a position in Terex in Q2 2013 and has held it in 22 quarters since.
  • 482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.