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Shell Asset Management’s Terex TEX Stock Holding History

Shell Asset Management’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
Q3 		$135K Sell
2,632
-3,151
-54% -$160K 0.01% 571
2025
Q2 		$270K Sell
5,783
-1,089
-16% -$45.5K 0.01% 673
2025
Q1 		$260K Sell
6,872
-282
-4% -$12.3K 0.01% 677
2024
Q4 		$331K Sell
7,154
-13
-0.2% -$678 0.01% 632
2024
Q3 		$379K Buy
+7,167
New +$396K 0.02% 589
2024
Q1 		$393K Sell
7,167
-713
-9% -$41.8K 0.02% 557
2023
Q4 		$453K Sell
7,880
-2,370
-23% -$123K 0.02% 549
2023
Q3 		$591K Sell
10,250
-1,912
-16% -$114K 0.02% 495
2023
Q2 		$728K Sell
12,162
-2,647
-18% -$131K 0.03% 451
2023
Q1 		$716K Sell
14,809
-51
-0.3% -$2.61K 0.03% 446
2022
Q4 		$635K Sell
14,860
-3,137
-17% -$126K 0.03% 457
2022
Q3 		$535K Sell
17,997
-4,718
-21% -$154K 0.02% 542
2022
Q2 		$622K Buy
22,715
+36
+0.2% +$1.2K 0.02% 595
2022
Q1 		$809K Sell
22,679
-3,356
-13% -$139K 0.02% 572
2021
Q4 		$1.14M Buy
26,035
+127
+0.5% +$5.7K 0.02% 511
2021
Q3 		$1.09M Sell
25,908
-1,110
-4% -$52.5K 0.02% 479
2021
Q2 		$1.29M Buy
27,018
+1,460
+6% +$70.9K 0.02% 468
2021
Q1 		$1.18M Buy
25,558
+13,642
+114% +$559K 0.02% 479
2020
Q4 		$416K Hold
11,916
– – 0.01% 880
2020
Q3 		$231K Hold
11,916
– – 0.01% 1003
2020
Q2 		$224K Sell
11,916
-151
-1% -$2.4K 0.01% 999
2020
Q1 		$173K Sell
12,067
-182
-1% -$4.12K ﹤0.01% 1040
2019
Q4 		$365K Sell
12,249
-287
-2% -$8.07K 0.01% 995
2019
Q3 		$326K Sell
12,536
-109
-0.9% -$3K 0.01% 1050
2019
Q2 		$397K Sell
12,645
-287
-2% -$8.81K 0.01% 1000
2019
Q1 		$416K Hold
12,932
– – 0.01% 983
2018
Q4 		$357K Sell
12,932
-1,100
-8% -$35.2K 0.01% 945
2018
Q3 		$560K Hold
14,032
– – 0.01% 923
2018
Q2 		$592K Sell
14,032
-747
-5% -$29.6K 0.01% 890
2018
Q1 		$553K Hold
14,779
– – 0.01% 886
2017
Q4 		$713K Hold
14,779
– – 0.01% 790
2017
Q3 		$665K Buy
+14,779
New +$585K 0.01% 752

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Shell Asset Management's TEX Position: Q3 2025 in Review

Shell Asset Management reduced its Terex (TEX) stake by 54% in Q3 2025, selling an estimated $160K and leaving 2,632 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #571.

Shell Asset Management first reported a position in TEX in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.29M in Q2 2021. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

  • Shell Asset Management held 2,632 shares of Terex worth $135K as of Q3 2025.
  • Shell Asset Management sold 3,151 Terex shares in Q3 2025, an estimated $160K.
  • Terex made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #571 holding.
  • Shell Asset Management first reported a position in Terex in Q3 2017 and has held it in 32 quarters since.
  • Shell Asset Management's Terex position peaked at $1.29M in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.