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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 $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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return