OPS
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Orion Portfolio Solutions’s Terex TEX Stock Holding History

Orion Portfolio Solutions’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 		$302K Sell
7,986
-523
-6% -$22.8K ﹤0.01% 1626
2024
Q4 		$393K Buy
8,509
+4,400
+107% +$229K ﹤0.01% 1430
2024
Q3 		$217K Buy
+4,109
New +$227K ﹤0.01% 1674
2023
Q3 		– Sell
-4,535
Closed -$271K – 1678
2023
Q2 		$271K Buy
+4,535
New +$225K ﹤0.01% 1442
2020
Q3 		– Sell
-52
Closed -$1K – 1875
2020
Q2 		$1K Buy
+52
New +$827 ﹤0.01% 2084

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $295B AUM 31.6% 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 $6.07B AUM 11.2% 1-Year Est. Return

Orion Portfolio Solutions's TEX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Terex (TEX) stake by 6.1% in Q1 2025, selling an estimated $22.8K and leaving 7,986 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Orion Portfolio Solutions first reported a position in TEX in Q2 2020 and has held it in 5 quarters since. The position peaked at $393K in Q4 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Orion Portfolio Solutions held 7,986 shares of Terex worth $302K as of Q1 2025.
  • Orion Portfolio Solutions sold 523 Terex shares in Q1 2025, an estimated $22.8K.
  • Terex made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1626 holding.
  • Orion Portfolio Solutions first reported a position in Terex in Q2 2020 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Terex position peaked at $393K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.