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Morningstar Investment Management’s Ternium TX Stock Holding History

Morningstar Investment Management’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,706
Closed -$754K – 461
2025
Q3 		$754K Buy
+21,706
New +$712K 0.03% 394

Other funds holding TX

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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morningstar Investment Management's TX Position: Q4 2025 in Review

Morningstar Investment Management sold out of Ternium (TX) in Q4 2025, closing a stake of 21,706 shares — an estimated $754K sold.

Morningstar Investment Management first reported a position in TX in Q3 2025 and held it in 1 quarter. The position peaked at $754K in Q3 2025. 123 funds tracked by Wall St. Rank hold TX as of Q4 2025.

  • Morningstar Investment Management reported no remaining Ternium position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 21,706 Ternium shares in Q4 2025, an estimated $754K.
  • Morningstar Investment Management first reported a position in Ternium in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Ternium position peaked at $754K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Ternium as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.