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Dakota Wealth Management’s Terex TEX Stock Holding History

Dakota Wealth 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
Q1 		– Sell
-6,150
Closed -$284K – 800
2024
Q4 		$284K Hold
6,150
– – 0.01% 619
2024
Q3 		$325K Sell
6,150
-300
-5% -$16.6K 0.01% 578
2024
Q2 		$354K Sell
6,450
-100
-2% -$5.93K 0.01% 552
2024
Q1 		$422K Hold
6,550
– – 0.01% 530
2023
Q4 		$376K Hold
6,550
– – 0.01% 467
2023
Q3 		$377K Sell
6,550
-1,175
-15% -$70K 0.02% 461
2023
Q2 		$462K Hold
7,725
– – 0.02% 397
2023
Q1 		$374K Sell
7,725
-1,110
-13% -$56.8K 0.03% 419
2022
Q4 		$377K Sell
8,835
-1,400
-14% -$56.4K 0.03% 406
2022
Q3 		$304K Buy
+10,235
New +$335K 0.02% 423

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dakota Wealth Management's TEX Position: Q1 2025 in Review

Dakota Wealth Management sold out of Terex (TEX) in Q1 2025, closing a stake of 6,150 shares — an estimated $284K sold.

Dakota Wealth Management first reported a position in TEX in Q3 2022 and held it in 10 quarters. The position peaked at $462K in Q2 2023. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Dakota Wealth Management reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,150 Terex shares in Q1 2025, an estimated $284K.
  • Dakota Wealth Management first reported a position in Terex in Q3 2022 and held it in 10 quarters.
  • Dakota Wealth Management's Terex position peaked at $462K in Q2 2023.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.