$TEX icon$

Cozad Asset Management’s Terex TEX Stock Holding History

Cozad Asset 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
2026 Q1	$1.35M	Sell	22,925 -2,607	-10%	-$161K	0.11%	186
2025 Q4	$1.36M	Sell	25,532 -798	-3%	-$40.3K	0.11%	186
2025 Q3	$1.35M	Sell	26,330 -956	-4%	-$48.7K	0.11%	181
2025 Q2	$1.27M	Sell	27,286 -2,934	-10%	-$123K	0.11%	179
2025 Q1	$1.14M	Buy	30,220 +3,243	+12%	+$142K	0.11%	179
2024 Q4	$1.25M	Sell	26,977 -3,393	-11%	-$177K	0.12%	170
2024 Q3	$1.61M	Sell	30,370 -1,674	-5%	-$92.5K	0.15%	150
2024 Q2	$1.76M	Sell	32,044 -49	-0.2%	-$2.91K	0.18%	136
2024 Q1	$2.07M	Buy	32,093 +2,313	+8%	+$136K	0.22%	122
2023 Q4	$1.71M	Sell	29,780 -699	-2%	-$36.1K	0.2%	128
2023 Q3	$1.76M	Sell	30,479 -2	-0%	-$119	0.23%	117
2023 Q2	$1.82M	Buy	+30,481	New	+$1.51M	0.23%	114

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 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 $618B AUM 30.34% 1-Year Est. Return