$TEX icon$

Ethic Inc’s Terex TEX Stock Holding History

Ethic Inc’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	$528K	Buy	8,942 +2,022	+29%	+$125K	0.01%	859
2025 Q4	$369K	Sell	6,920 -4,872	-41%	-$246K	0.01%	938
2025 Q3	$605K	Buy	11,792 +1,657	+16%	+$84.4K	0.01%	775
2025 Q2	$482K	Sell	10,135 -237	-2%	-$9.91K	0.01%	825
2025 Q1	$395K	Sell	10,372 -591	-5%	-$25.8K	0.01%	866
2024 Q4	$507K	Buy	10,963 +610	+6%	+$31.8K	0.01%	799
2024 Q3	$667K	Sell	10,353 -2,758	-21%	-$152K	0.02%	688
2024 Q2	$719K	Buy	13,111 +2,758	+27%	+$164K	0.02%	662
2024 Q1	$667K	Sell	10,353 -39	-0.4%	-$2.29K	0.02%	688
2023 Q4	$597K	Sell	10,392 -1,520	-13%	-$78.6K	0.02%	680
2023 Q3	$686K	Buy	11,912 +7,339	+160%	+$437K	0.02%	582
2023 Q2	$274K	Buy	+4,573	New	+$227K	0.01%	817

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