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Rise Advisors’s Terex TEX Stock Holding History

Rise Advisors’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
-1,274
Closed -$65.3K – 1288
2025
Q3 		$65.3K Buy
1,274
+664
+109% +$33.8K 0.02% 212
2025
Q2 		$28.5K Buy
610
+241
+65% +$10.1K 0.01% 364
2025
Q1 		$13.9K Buy
369
+45
+14% +$1.97K 0.01% 756
2024
Q4 		$15K Buy
324
+1
+0.3% +$52 0.01% 828
2024
Q3 		$17.1K Buy
323
+1
+0.3% +$55 0.01% 788
2024
Q2 		$17.7K Buy
322
+1
+0.3% +$59 0.01% 709
2024
Q1 		$20.7K Buy
+321
New +$18.8K 0.01% 628

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 $3.38T AUM 44.17% 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

Rise Advisors's TEX Position: Q4 2025 in Review

Rise Advisors sold out of Terex (TEX) in Q4 2025, closing a stake of 1,274 shares — an estimated $65.3K sold.

Rise Advisors first reported a position in TEX in Q1 2024 and held it in 7 quarters. The position peaked at $65.3K in Q3 2025. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Rise Advisors reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,274 Terex shares in Q4 2025, an estimated $65.3K.
  • Rise Advisors first reported a position in Terex in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Terex position peaked at $65.3K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.