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Kestra Investment Management’s Terex TEX Stock Holding History

Kestra Investment 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 		– Sell
-107
Closed -$5K – 937
2025
Q2 		$5K Buy
+107
New +$4.47K ﹤0.01% 796
2025
Q1 		– Sell
-3,027
Closed -$140K – 1365
2024
Q4 		$140K Sell
3,027
-3,250
-52% -$169K 0.01% 401
2024
Q3 		$332K Buy
+6,277
New +$347K 0.01% 258

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

Kestra Investment Management's TEX Position: Q3 2025 in Review

Kestra Investment Management sold out of Terex (TEX) in Q3 2025, closing a stake of 107 shares — an estimated $5K sold.

Kestra Investment Management first reported a position in TEX in Q3 2024 and held it in 3 quarters. The position peaked at $332K in Q3 2024. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

  • Kestra Investment Management reported no remaining Terex position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 107 Terex shares in Q3 2025, an estimated $5K.
  • Kestra Investment Management first reported a position in Terex in Q3 2024 and held it in 3 quarters.
  • Kestra Investment Management's Terex position peaked at $332K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.