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Richard W. Paul & Associates’s Terex TEX Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-35
Closed -$1.62K – 490
2024
Q4 		$1.62K Hold
35
– – ﹤0.01% 434
2024
Q3 		$1.85K Buy
35
+2
+6% +$111 ﹤0.01% 422
2024
Q2 		$1.81K Sell
33
-2
-6% -$119 ﹤0.01% 419
2024
Q1 		$2.22K Hold
35
– – ﹤0.01% 423
2023
Q4 		$2.01K Hold
35
– – ﹤0.01% 415
2023
Q3 		$2.02K Sell
35
-2
-5% -$119 ﹤0.01% 402
2023
Q2 		$2.21K Buy
37
+1
+3% +$50 ﹤0.01% 425
2023
Q1 		$1.74K Hold
36
– – ﹤0.01% 448
2022
Q4 		$1.54K Buy
+36
New +$1.45K ﹤0.01% 443

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

Richard W. Paul & Associates's TEX Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Terex (TEX) in Q1 2025, closing a stake of 35 shares — an estimated $1.62K sold.

Richard W. Paul & Associates first reported a position in TEX in Q4 2022 and held it in 9 quarters. The position peaked at $2.22K in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 35 Terex shares in Q1 2025, an estimated $1.62K.
  • Richard W. Paul & Associates first reported a position in Terex in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Terex position peaked at $2.22K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.