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Principal Securities’s Terex TEX Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,586
Closed -$81.4K – 3291
2025
Q3 		$81.4K Buy
1,586
+29
+2% +$1.48K ﹤0.01% 1694
2025
Q2 		$72.7K Sell
1,557
-210
-12% -$8.78K ﹤0.01% 1679
2025
Q1 		$81.7K Hold
1,767
– – ﹤0.01% 1528
2024
Q4 		$81.7K Hold
1,767
– – ﹤0.01% 1522
2024
Q3 		$93.5K Buy
1,767
+322
+22% +$17.8K ﹤0.01% 1428
2024
Q2 		$79.2K Sell
1,445
-14
-1% -$830 ﹤0.01% 1415
2024
Q1 		$94K Sell
1,459
-16
-1% -$938 ﹤0.01% 1302
2023
Q4 		$84.8K Buy
+1,475
New +$76.3K ﹤0.01% 1244

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities's TEX Position: Q4 2025 in Review

Principal Securities sold out of Terex (TEX) in Q4 2025, closing a stake of 1,586 shares — an estimated $81.4K sold.

Principal Securities first reported a position in TEX in Q4 2023 and held it in 8 quarters. The position peaked at $94K in Q1 2024. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Principal Securities reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,586 Terex shares in Q4 2025, an estimated $81.4K.
  • Principal Securities first reported a position in Terex in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Terex position peaked at $94K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.