$TEX icon$

Optimize Financial’s Terex TEX Stock Holding History

Optimize Financial’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 Q3	–	Sell	-5,565	Closed	-$260K	–	430
2025 Q2	$260K	Sell	5,565 -40	-0.7%	-$1.67K	0.16%	173
2025 Q1	$212K	Buy	+5,605	New	+$245K	0.15%	190

Other funds holding TEX

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's TEX Position: Q3 2025 in Review

Optimize Financial sold out of Terex (TEX) in Q3 2025, closing a stake of 5,565 shares — an estimated $260K sold.

Optimize Financial first reported a position in TEX in Q1 2025 and held it in 2 quarters. The position peaked at $260K in Q2 2025. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

Optimize Financial reported no remaining Terex position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 5,565 Terex shares in Q3 2025, an estimated $260K.
Optimize Financial first reported a position in Terex in Q1 2025 and held it in 2 quarters.
Optimize Financial's Terex position peaked at $260K in Q2 2025.
331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.