$TEX icon$

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

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

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

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return