NIM
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NEOS Investment Management’s Terex TEX Stock Holding History

NEOS 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
2026
Q1 		– Sell
-182,966
Closed -$9.77M – 652
2025
Q4 		$9.77M Buy
182,966
+43,158
+31% +$2.18M 0.06% 230
2025
Q3 		$7.17M Buy
139,808
+5,984
+4% +$305K 0.05% 248
2025
Q2 		$6.25M Sell
133,824
-72,661
-35% -$3.04M 0.08% 212
2025
Q1 		$7.8M Buy
206,485
+144,941
+236% +$6.33M 0.15% 150
2024
Q4 		$2.84M Buy
61,544
+11,461
+23% +$597K 0.07% 244
2024
Q3 		$2.65M Buy
50,083
+18,369
+58% +$1.02M 0.08% 224
2024
Q2 		$1.74M Buy
31,714
+23,393
+281% +$1.39M 0.07% 237
2024
Q1 		$536K Buy
8,321
+2,669
+47% +$157K 0.03% 365
2023
Q4 		$325K Hold
5,652
– – 0.03% 366
2023
Q3 		$326K Buy
+5,652
New +$337K 0.04% 264

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return