EWA
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Exencial Wealth Advisors’s Terex TEX Stock Holding History

Exencial Wealth Advisors’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
-4,515
Closed -$209K – 518
2024
Q4 		$209K Buy
4,515
+26
+0.6% +$1.35K 0.01% 487
2024
Q3 		$238K Sell
4,489
-50
-1% -$2.76K 0.01% 460
2024
Q2 		$249K Buy
4,539
+1
+0% +$59 0.01% 448
2024
Q1 		$292K Sell
4,538
-10
-0.2% -$586 0.01% 435
2023
Q4 		$261K Buy
4,548
+556
+14% +$28.7K 0.01% 435
2023
Q3 		$230K Buy
3,992
+6
+0.2% +$358 0.01% 392
2023
Q2 		$238K Buy
+3,986
New +$198K 0.01% 399

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

Exencial Wealth Advisors's TEX Position: Q1 2025 in Review

Exencial Wealth Advisors sold out of Terex (TEX) in Q1 2025, closing a stake of 4,515 shares — an estimated $209K sold.

Exencial Wealth Advisors first reported a position in TEX in Q2 2023 and held it in 7 quarters. The position peaked at $292K in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Exencial Wealth Advisors reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 4,515 Terex shares in Q1 2025, an estimated $209K.
  • Exencial Wealth Advisors first reported a position in Terex in Q2 2023 and held it in 7 quarters.
  • Exencial Wealth Advisors's Terex position peaked at $292K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Exencial Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.