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Global Financial Private Client’s Terex TEX Stock Holding History

Global Financial Private Client’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
-5
Closed -$189 – 1443
2025
Q1 		$189 Buy
5
+2
+67% +$87 ﹤0.01% 1535
2024
Q4 		$139 Buy
+3
New +$156 ﹤0.01% 1402

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 $6.07B AUM 11.2% 1-Year Est. Return

Global Financial Private Client's TEX Position: Q2 2025 in Review

Global Financial Private Client sold out of Terex (TEX) in Q2 2025, closing a stake of 5 shares — an estimated $189 sold.

Global Financial Private Client first reported a position in TEX in Q4 2024 and held it in 2 quarters. The position peaked at $189 in Q1 2025. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Global Financial Private Client reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Terex shares in Q2 2025, an estimated $189.
  • Global Financial Private Client first reported a position in Terex in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Terex position peaked at $189 in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.