PTC
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Petrus Trust Company’s Terex TEX Stock Holding History

Petrus Trust Company’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 		– Sell
-5,669
Closed -$214K – 720
2025
Q1 		$214K Buy
+5,669
New +$248K 0.02% 524
2024
Q4 		– Sell
-4,782
Closed -$253K – 738
2024
Q3 		$253K Buy
+4,782
New +$264K 0.02% 466
2019
Q3 		– Sell
-6,834
Closed -$215K – 349
2019
Q2 		$215K Buy
+6,834
New +$210K 0.04% 212
2018
Q3 		– Sell
-8,571
Closed -$362K – 331
2018
Q2 		$362K Buy
+8,571
New +$340K 0.08% 80

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

Petrus Trust Company's TEX Position: Q2 2025 in Review

Petrus Trust Company sold out of Terex (TEX) in Q2 2025, closing a stake of 5,669 shares — an estimated $214K sold.

Petrus Trust Company first reported a position in TEX in Q2 2018 and held it in 4 quarters. The position peaked at $362K in Q2 2018. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Petrus Trust Company reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 5,669 Terex shares in Q2 2025, an estimated $214K.
  • Petrus Trust Company first reported a position in Terex in Q2 2018 and held it in 4 quarters.
  • Petrus Trust Company's Terex position peaked at $362K in Q2 2018.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.