Kovitz Investment Group Partners
TEX icon

Kovitz Investment Group Partners’s Terex TEX Stock Holding History

Kovitz Investment Group 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
-28,724
Closed -$1.47M – 1233
2025
Q3 		$1.47M Buy
28,724
+795
+3% +$40.5K 0.01% 738
2025
Q2 		$1.3M Sell
27,929
-135
-0.5% -$5.65K 0.01% 733
2025
Q1 		$1.06M Sell
28,064
-38,114
-58% -$1.66M 0.01% 725
2024
Q4 		$3.06M Sell
66,178
-1,599
-2% -$83.4K 0.02% 497
2024
Q3 		$3.58M Buy
67,777
+26,931
+66% +$1.49M 0.03% 394
2024
Q2 		$2.24M Buy
40,846
+36,686
+882% +$2.18M 0.02% 417
2024
Q1 		$268K Sell
4,160
-174
-4% -$10.2K ﹤0.01% 599
2023
Q4 		$249K Sell
4,334
-114
-3% -$5.89K ﹤0.01% 380
2023
Q3 		$256K Sell
4,448
-13
-0.3% -$775 ﹤0.01% 366
2023
Q2 		$267K Sell
4,461
-118
-3% -$5.85K ﹤0.01% 376
2023
Q1 		$222K Buy
+4,579
New +$234K ﹤0.01% 398

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's TEX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Terex (TEX) in Q4 2025, closing a stake of 28,724 shares — an estimated $1.47M sold.

Kovitz Investment Group Partners first reported a position in TEX in Q1 2023 and held it in 11 quarters. The position peaked at $3.58M in Q3 2024. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 28,724 Terex shares in Q4 2025, an estimated $1.47M.
  • Kovitz Investment Group Partners first reported a position in Terex in Q1 2023 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Terex position peaked at $3.58M in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.