SW
TEX icon

SkyOak Wealth’s Terex TEX Stock Holding History

SkyOak Wealth’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
-5,456
Closed -$252K – 273
2024
Q4 		$252K Buy
5,456
+626
+13% +$32.6K 0.05% 211
2024
Q3 		$256K Sell
4,830
-201
-4% -$11.1K 0.06% 196
2024
Q2 		$276K Sell
5,031
-508
-9% -$30.1K 0.06% 189
2024
Q1 		$357K Buy
+5,539
New +$325K 0.09% 159

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

SkyOak Wealth's TEX Position: Q1 2025 in Review

SkyOak Wealth sold out of Terex (TEX) in Q1 2025, closing a stake of 5,456 shares — an estimated $252K sold.

SkyOak Wealth first reported a position in TEX in Q1 2024 and held it in 4 quarters. The position peaked at $357K in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • SkyOak Wealth reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 5,456 Terex shares in Q1 2025, an estimated $252K.
  • SkyOak Wealth first reported a position in Terex in Q1 2024 and held it in 4 quarters.
  • SkyOak Wealth's Terex position peaked at $357K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.