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Lindbrook Capital’s Terex TEX Stock Holding History

Lindbrook Capital’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
Q1 		$74K Buy
1,960
+1,255
+178% +$54.8K 0.01% 810
2024
Q4 		$32.6K Sell
705
-401
-36% -$20.9K ﹤0.01% 1009
2024
Q3 		$58.5K Buy
1,106
+119
+12% +$6.58K 0.01% 749
2024
Q2 		$54.1K Buy
987
+266
+37% +$15.8K 0.01% 756
2024
Q1 		$46.4K Buy
721
+23
+3% +$1.35K ﹤0.01% 801
2023
Q4 		$40.1K Buy
698
+69
+11% +$3.57K ﹤0.01% 838
2023
Q3 		$36.2K Buy
629
+42
+7% +$2.5K ﹤0.01% 802
2023
Q2 		$35.1K Buy
587
+58
+11% +$2.88K ﹤0.01% 840
2023
Q1 		$25.6K Sell
529
-22
-4% -$1.13K ﹤0.01% 954
2022
Q4 		$23.5K Buy
551
+331
+150% +$13.3K ﹤0.01% 978
2022
Q3 		$7K Buy
220
+169
+331% +$5.53K ﹤0.01% 1516
2022
Q2 		$1K Buy
+51
New +$1.7K ﹤0.01% 2375
2020
Q2 		– Sell
-82
Closed -$1K – 1883
2020
Q1 		$1K Sell
82
-227
-73% -$5.14K ﹤0.01% 1562
2019
Q4 		$9K Hold
309
– – ﹤0.01% 956
2019
Q3 		$8K Hold
309
– – ﹤0.01% 969
2019
Q2 		$9K Hold
309
– – ﹤0.01% 932
2019
Q1 		$9K Hold
309
– – ﹤0.01% 935
2018
Q4 		$8K Buy
+309
New +$9.88K ﹤0.01% 899

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Lindbrook Capital's TEX Position: Q1 2025 in Review

Lindbrook Capital increased its Terex (TEX) stake by 178% in Q1 2025, buying an estimated $54.8K and bringing the position to 1,960 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #810.

Lindbrook Capital first reported a position in TEX in Q4 2018 and has held it in 18 quarters since. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Lindbrook Capital held 1,960 shares of Terex worth $74K as of Q1 2025.
  • Lindbrook Capital bought 1,255 Terex shares in Q1 2025, an estimated $54.8K.
  • Terex made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #810 holding.
  • Lindbrook Capital first reported a position in Terex in Q4 2018 and has held it in 18 quarters since.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.