HWM
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Hemington Wealth Management’s Terex TEX Stock Holding History

Hemington Wealth Management’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
Q3 		$5K Buy
114
+35
+44% +$1.78K ﹤0.01% 1147
2025
Q2 		$3K Buy
79
+13
+20% +$544 ﹤0.01% 1265
2025
Q1 		$2K Buy
66
+2
+3% +$87 ﹤0.01% 1335
2024
Q4 		$2K Sell
64
-2
-3% -$104 ﹤0.01% 1330
2024
Q3 		$3K Buy
+66
New +$3.65K ﹤0.01% 1113

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
State Street
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
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

Hemington Wealth Management's TEX Position: Q3 2025 in Review

Hemington Wealth Management increased its Terex (TEX) stake by 44% in Q3 2025, buying an estimated $1.78K and bringing the position to 114 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Hemington Wealth Management first reported a position in TEX in Q3 2024 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

  • Hemington Wealth Management held 114 shares of Terex worth $5K as of Q3 2025.
  • Hemington Wealth Management bought 35 Terex shares in Q3 2025, an estimated $1.78K.
  • Terex made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1147 holding.
  • Hemington Wealth Management first reported a position in Terex in Q3 2024 and has held it in 5 quarters since.
  • 331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.