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Global Retirement Partners’s Terex TEX Stock Holding History

Global Retirement 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
Q4 		$9.02K Buy
169
+101
+149% +$5.1K ﹤0.01% 3200
2025
Q3 		$3.49K Hold
68
– – ﹤0.01% 3110
2025
Q2 		$3.17K Buy
+68
New +$2.84K ﹤0.01% 3073
2024
Q4 		$3.14K Sell
68
-33
-33% -$1.72K ﹤0.01% 2903
2024
Q3 		$5.34K Hold
101
– – ﹤0.01% 2533
2024
Q2 		$5.54K Buy
101
+36
+55% +$2.13K ﹤0.01% 2569
2024
Q1 		$4.19K Hold
65
– – ﹤0.01% 2472
2023
Q4 		$3.69K Hold
65
– – ﹤0.01% 2444
2023
Q3 		$3.47K Buy
65
+12
+23% +$715 ﹤0.01% 2326
2023
Q2 		$3.17K Hold
53
– – ﹤0.01% 2374
2023
Q1 		$2.63K Hold
53
– – ﹤0.01% 2402
2022
Q4 		$2.26K Buy
53
+33
+165% +$1.33K ﹤0.01% 2313
2022
Q3 		$1K Sell
20
-4
-17% -$131 ﹤0.01% 2593
2022
Q2 		$1K Sell
24
-14
-37% -$466 ﹤0.01% 2565
2022
Q1 		$1K Buy
+38
New +$1.57K ﹤0.01% 2524

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's TEX Position: Q4 2025 in Review

Global Retirement Partners increased its Terex (TEX) stake by 149% in Q4 2025, buying an estimated $5.1K and bringing the position to 169 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

Global Retirement Partners first reported a position in TEX in Q1 2022 and has held it in 15 quarters since. 355 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Global Retirement Partners held 169 shares of Terex worth $9.02K as of Q4 2025.
  • Global Retirement Partners bought 101 Terex shares in Q4 2025, an estimated $5.1K.
  • Terex made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3200 holding.
  • Global Retirement Partners first reported a position in Terex in Q1 2022 and has held it in 15 quarters since.
  • 355 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.