IA
TEX icon

Icon Advisers’s Terex TEX Stock Holding History

Icon Advisers’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
-49,000
Closed -$2.51M – 203
2025
Q3 		$2.51M Hold
49,000
– – 0.55% 72
2025
Q2 		$2.29M Hold
49,000
– – 0.52% 78
2025
Q1 		$1.85M Hold
49,000
– – 0.43% 95
2024
Q4 		$2.26M Hold
49,000
– – 0.51% 81
2024
Q3 		$2.59M Sell
49,000
-3,600
-7% -$199K 0.54% 74
2024
Q2 		$2.88M Sell
52,600
-800
-1% -$47.5K 0.65% 62
2024
Q1 		$3.44M Sell
53,400
-800
-1% -$46.9K 0.75% 49
2023
Q4 		$3.11M Hold
54,200
– – 0.71% 55
2023
Q3 		$3.11M Hold
54,200
– – 0.77% 42
2023
Q2 		$3.24M Sell
54,200
-24,000
-31% -$1.19M 0.82% 40
2023
Q1 		$3.78M Sell
78,200
-21,000
-21% -$1.07M 0.96% 30
2022
Q4 		$4.24M Hold
99,200
– – 1.08% 29
2022
Q3 		$2.95M Sell
99,200
-41,400
-29% -$1.35M 0.81% 42
2022
Q2 		$3.85M Hold
140,600
– – 0.89% 39
2022
Q1 		$5.01M Buy
+140,600
New +$5.82M 0.85% 36
2019
Q2 		– Sell
-15,600
Closed -$501K – 332
2019
Q1 		$501K Hold
15,600
– – 0.05% 238
2018
Q4 		$430K Hold
15,600
– – 0.05% 240
2018
Q3 		$623K Buy
+15,600
New +$634K 0.05% 244

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