FP
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Foundry Partners’s Terex TEX Stock Holding History

Foundry Partners’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 		$3.76M Buy
99,445
+536
+0.5% +$23.4K 0.2% 163
2024
Q4 		$4.57M Buy
98,909
+25,556
+35% +$1.33M 0.23% 153
2024
Q3 		$3.88M Buy
+73,353
New +$4.05M 0.19% 174

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

Foundry Partners's TEX Position: Q1 2025 in Review

Foundry Partners increased its Terex (TEX) stake by 0.54% in Q1 2025, buying an estimated $23.4K and bringing the position to 99,445 shares worth $3.76M. The position accounts for 0.2% of the portfolio, ranked #163.

Foundry Partners first reported a position in TEX in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.57M in Q4 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Foundry Partners held 99,445 shares of Terex worth $3.76M as of Q1 2025.
  • Foundry Partners bought 536 Terex shares in Q1 2025, an estimated $23.4K.
  • Terex made up 0.2% of Foundry Partners's portfolio in Q1 2025, its #163 holding.
  • Foundry Partners first reported a position in Terex in Q3 2024 and has held it in 3 quarters since.
  • Foundry Partners's Terex position peaked at $4.57M in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.