PWM
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Parkworth Wealth Management’s Terex TEX Stock Holding History

Parkworth Wealth 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
2025
Q2 		$93 Hold
2
– – ﹤0.01% 1151
2025
Q1 		$76 Hold
2
– – ﹤0.01% 1023
2024
Q4 		$92 Buy
+2
New +$104 ﹤0.01% 1006

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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

Parkworth Wealth Management's TEX Position: Q2 2025 in Review

Parkworth Wealth Management held its Terex (TEX) position steady in Q2 2025 at 2 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Parkworth Wealth Management first reported a position in TEX in Q4 2024 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Terex worth $93 as of Q2 2025.
  • Parkworth Wealth Management left its Terex share count unchanged in Q2 2025.
  • Terex made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1151 holding.
  • Parkworth Wealth Management first reported a position in Terex in Q4 2024 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.