HWP
TEX icon

Highline Wealth Partners’s Terex TEX Stock Holding History

Highline Wealth 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 		– Sell
-18
Closed -$923 – 1162
2025
Q3 		$923 Hold
18
– – ﹤0.01% 938
2025
Q2 		$840 Hold
18
– – ﹤0.01% 742
2025
Q1 		$680 Buy
+18
New +$786 ﹤0.01% 800

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highline Wealth Partners's TEX Position: Q4 2025 in Review

Highline Wealth Partners sold out of Terex (TEX) in Q4 2025, closing a stake of 18 shares — an estimated $923 sold.

Highline Wealth Partners first reported a position in TEX in Q1 2025 and held it in 3 quarters. The position peaked at $923 in Q3 2025. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Highline Wealth Partners reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 18 Terex shares in Q4 2025, an estimated $923.
  • Highline Wealth Partners first reported a position in Terex in Q1 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Terex position peaked at $923 in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.