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Coldstream Capital Management’s Terex TEX Stock Holding History

Coldstream Capital Management’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
Q4 		– Sell
-4,125
Closed -$212K – 1259
2025
Q3 		$212K Buy
+4,125
New +$210K ﹤0.01% 1125
2025
Q2 		– Sell
-2,289
Closed -$86.5K – 3134
2025
Q1 		$86.5K Buy
+2,289
New +$99.9K ﹤0.01% 1428
2024
Q3 		– Sell
-34,262
Closed -$1.88M – 1106
2024
Q2 		$1.88M Buy
34,262
+585
+2% +$34.7K 0.05% 220
2024
Q1 		$2.17M Buy
33,677
+9,364
+39% +$549K 0.06% 177
2023
Q4 		$1.4M Buy
24,313
+20,359
+515% +$1.05M 0.04% 238
2023
Q3 		$228K Sell
3,954
-56
-1% -$3.34K 0.01% 709
2023
Q2 		$240K Sell
4,010
-935
-19% -$46.4K 0.01% 702
2023
Q1 		$239K Buy
4,945
+49
+1% +$2.51K 0.01% 713
2022
Q4 		$209K Buy
+4,896
New +$197K 0.01% 754

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coldstream Capital Management's TEX Position: Q4 2025 in Review

Coldstream Capital Management sold out of Terex (TEX) in Q4 2025, closing a stake of 4,125 shares — an estimated $212K sold.

Coldstream Capital Management first reported a position in TEX in Q4 2022 and held it in 9 quarters. The position peaked at $2.17M in Q1 2024. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Coldstream Capital Management reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,125 Terex shares in Q4 2025, an estimated $212K.
  • Coldstream Capital Management first reported a position in Terex in Q4 2022 and held it in 9 quarters.
  • Coldstream Capital Management's Terex position peaked at $2.17M in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.