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Amica Retiree Medical Trust’s Terex TEX Stock Holding History

Amica Retiree Medical Trust’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
2025
Q3 		$156K Hold
3,050
– – 0.21% 87
2025
Q2 		$142K Hold
3,050
– – 0.2% 85
2025
Q1 		$115K Sell
3,050
-539
-15% -$23.5K 0.18% 96
2024
Q4 		$166K Hold
3,589
– – 0.16% 93
2024
Q3 		$190K Buy
+3,589
New +$198K 0.16% 91
2023
Q3 		$219K Buy
+3,808
New +$227K 0.26% 88

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amica Retiree Medical Trust's TEX Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Terex (TEX) position steady in Q3 2025 at 3,050 shares worth $156K. The position accounts for 0.21% of the portfolio, ranked #87.

Amica Retiree Medical Trust first reported a position in TEX in Q3 2023 and has held it in 6 quarters since. The position peaked at $219K in Q3 2023. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

  • Amica Retiree Medical Trust held 3,050 shares of Terex worth $156K as of Q3 2025.
  • Amica Retiree Medical Trust left its Terex share count unchanged in Q3 2025.
  • Terex made up 0.21% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #87 holding.
  • Amica Retiree Medical Trust first reported a position in Terex in Q3 2023 and has held it in 6 quarters since.
  • Amica Retiree Medical Trust's Terex position peaked at $219K in Q3 2023.
  • 331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.