$TEX icon$

Allworth Financial’s Terex TEX Stock Holding History

Allworth Financial’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	$45.6K	Buy	772 +521	+208%	+$32.3K	﹤0.01%	2396
2025 Q4	$13.4K	Buy	251 +14	+6%	+$707	﹤0.01%	3066
2025 Q3	$12.2K	Buy	237 +37	+19%	+$1.88K	﹤0.01%	3016
2025 Q2	$9.34K	Buy	200 +25	+14%	+$1.04K	﹤0.01%	2921
2025 Q1	$6.36K	Buy	175 +39	+29%	+$1.7K	﹤0.01%	2632
2024 Q4	$6.61K	Sell	136 -19	-12%	-$990	﹤0.01%	2627
2024 Q3	$8.21K	Sell	155 -35	-18%	-$1.93K	﹤0.01%	2347
2024 Q2	$10.7K	Buy	190 +3	+2%	+$178	﹤0.01%	2192
2024 Q1	$12K	Buy	187 +26	+16%	+$1.52K	﹤0.01%	2031
2023 Q4	$9.25K	Buy	161 +95	+144%	+$4.91K	﹤0.01%	2009
2023 Q3	$3.8K	Buy	66 +15	+29%	+$894	﹤0.01%	2243
2023 Q2	$3.05K	Sell	51 -9	-15%	-$446	﹤0.01%	2311
2023 Q1	$2.9K	Buy	60 +9	+18%	+$460	﹤0.01%	2251
2022 Q4	$2.18K	Buy	51 +5	+11%	+$201	﹤0.01%	2212
2022 Q3	$1K	Sell	46 -353	-88%	-$11.5K	﹤0.01%	2515
2022 Q2	$11K	Buy	+399	New	+$13.3K	﹤0.01%	1550
2022 Q1	–	Sell	-521	Closed	-$23K	–	2379
2021 Q4	$23K	Buy	521 +261	+100%	+$11.7K	﹤0.01%	1071
2021 Q3	$11K	Buy	+260	New	+$12.3K	﹤0.01%	1308

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return