EF
TEX icon

Empirical Finance’s Terex TEX Stock Holding History

Empirical Finance’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
Q2 		– Sell
-20,931
Closed -$791K – 543
2025
Q1 		$791K Buy
20,931
+100
+0.5% +$4.37K 0.05% 318
2024
Q4 		$963K Buy
20,831
+2,434
+13% +$127K 0.06% 280
2024
Q3 		$973K Buy
18,397
+79
+0.4% +$4.37K 0.06% 285
2024
Q2 		$1M Buy
18,318
+10,227
+126% +$607K 0.06% 265
2024
Q1 		$521K Hold
8,091
– – 0.03% 411
2023
Q4 		$465K Buy
+8,091
New +$418K 0.03% 416
2023
Q2 		– Sell
-13,327
Closed -$645K – 528
2023
Q1 		$645K Hold
13,327
– – 0.06% 299
2022
Q4 		$569K Buy
13,327
+121
+0.9% +$4.87K 0.06% 304
2022
Q3 		$393K Buy
13,206
+96
+0.7% +$3.14K 0.05% 337
2022
Q2 		$359K Buy
+13,110
New +$437K 0.05% 357

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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 $8.66B AUM 17.37% 1-Year Est. Return

Empirical Finance's TEX Position: Q2 2025 in Review

Empirical Finance sold out of Terex (TEX) in Q2 2025, closing a stake of 20,931 shares — an estimated $791K sold.

Empirical Finance first reported a position in TEX in Q2 2022 and held it in 10 quarters. The position peaked at $1M in Q2 2024. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Empirical Finance reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Empirical Finance sold 20,931 Terex shares in Q2 2025, an estimated $791K.
  • Empirical Finance first reported a position in Terex in Q2 2022 and held it in 10 quarters.
  • Empirical Finance's Terex position peaked at $1M in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Empirical Finance's 13F filing for Q2 2025, filed 11 Aug 2025.