$TEX icon$

UMB Bank’s Terex TEX Stock Holding History

UMB Bank’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
2026 Q1	$97.6K	Buy	1,651 +200	+14%	+$12.4K	﹤0.01%	979
2025 Q4	$77.5K	Buy	1,451 +189	+15%	+$9.54K	﹤0.01%	1059
2025 Q3	$64.7K	Sell	1,262 -13	-1%	-$662	﹤0.01%	1047
2025 Q2	$59.5K	Buy	1,275 +543	+74%	+$22.7K	﹤0.01%	1054
2025 Q1	$27.7K	Buy	732 +332	+83%	+$14.5K	﹤0.01%	1248
2024 Q4	$18.5K	Buy	400 +214	+115%	+$11.2K	﹤0.01%	1284
2024 Q3	$9.84K	Buy	186 +142	+323%	+$7.85K	﹤0.01%	1492
2024 Q2	$2.41K	Sell	44 -19	-30%	-$1.13K	﹤0.01%	1702
2024 Q1	$4.06K	Sell	63 -72	-53%	-$4.22K	﹤0.01%	1407
2023 Q4	$7.76K	Hold	135	–	–	﹤0.01%	1348
2023 Q3	$7.78K	Buy	+135	New	+$8.05K	﹤0.01%	1341
2022 Q1	–	Sell	-31	Closed	-$1K	–	2073
2021 Q4	$1K	Buy	+31	New	+$1.39K	﹤0.01%	1949

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return