UCFA
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United Capital Financial Advisors’s Terex TEX Stock Holding History

United Capital Financial 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
2026
Q1 		$291K Buy
+4,924
New +$305K ﹤0.01% 1362
2018
Q1 		– Sell
-5,496
Closed -$265K – 1364
2017
Q4 		$265K Sell
5,496
-200
-4% -$9.21K ﹤0.01% 1155
2017
Q3 		$256K Buy
+5,696
New +$225K ﹤0.01% 1165
2014
Q3 		– Sell
-14,036
Closed -$577K – 1124
2014
Q2 		$577K Sell
14,036
-1,274
-8% -$51.8K 0.01% 660
2014
Q1 		$678K Sell
15,310
-570
-4% -$24K 0.01% 570
2013
Q4 		$667K Buy
15,880
+854
+6% +$31K 0.02% 395
2013
Q3 		$505K Sell
15,026
-606
-4% -$18.4K 0.02% 437
2013
Q2 		$411K Buy
+15,632
New +$483K 0.01% 540

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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 $141B AUM 30.34% 1-Year Est. Return