$TEX icon$

NewEdge Advisors’s Terex TEX Stock Holding History

NewEdge Advisors’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	$12.8K	Sell	216 -223	-51%	-$13.8K	﹤0.01%	3331
2025 Q4	$23.4K	Sell	439 -1	-0.2%	-$51	﹤0.01%	3205
2025 Q3	$22.6K	Hold	440	–	–	﹤0.01%	3087
2025 Q2	$20.5K	Buy	440 +51	+13%	+$2.13K	﹤0.01%	2954
2025 Q1	$14.7K	Buy	389 +1	+0.3%	+$44	﹤0.01%	2963
2024 Q4	$17.9K	Hold	388	–	–	﹤0.01%	2838
2024 Q3	$20.5K	Buy	388 +1	+0.3%	+$55	﹤0.01%	2711
2024 Q2	$21.2K	Hold	387	–	–	﹤0.01%	2606
2024 Q1	$24.9K	Buy	387 +1	+0.3%	+$59	﹤0.01%	2556
2023 Q4	$22.2K	Hold	386	–	–	﹤0.01%	2534
2023 Q3	$22.3K	Hold	386	–	–	﹤0.01%	2347
2023 Q2	$23.1K	Sell	386 -80	-17%	-$3.97K	﹤0.01%	2343
2023 Q1	$22.5K	Sell	466 -265	-36%	-$13.6K	﹤0.01%	2299
2022 Q4	$14.8K	Buy	+731	New	+$29.4K	﹤0.01%	2233
2017 Q3	–	Sell	-75	Closed	-$2.79K	–	1044
2017 Q2	$2.79K	Buy	+75	New	+$2.54K	﹤0.01%	1255

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $618B AUM 30.34% 1-Year Est. Return