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Sanctuary Advisors’s Terex TEX Stock Holding History

Sanctuary 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
Q1 		– Sell
-9,841
Closed -$482K – 2440
2024
Q4 		$482K Sell
9,841
-769
-7% -$40.1K ﹤0.01% 1702
2024
Q3 		$571K Buy
10,610
+717
+7% +$39.6K ﹤0.01% 1619
2024
Q2 		$590K Buy
+9,893
New +$587K ﹤0.01% 1536

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

Sanctuary Advisors's TEX Position: Q1 2025 in Review

Sanctuary Advisors sold out of Terex (TEX) in Q1 2025, closing a stake of 9,841 shares — an estimated $482K sold.

Sanctuary Advisors first reported a position in TEX in Q2 2024 and held it in 3 quarters. The position peaked at $590K in Q2 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Sanctuary Advisors reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 9,841 Terex shares in Q1 2025, an estimated $482K.
  • Sanctuary Advisors first reported a position in Terex in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Terex position peaked at $590K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.