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Vest Financial’s Terex TEX Stock Holding History

Vest Financial’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
Q4 		– Sell
-24,266
Closed -$1.24M – 442
2025
Q3 		$1.24M Sell
24,266
-14,079
-37% -$717K 0.02% 340
2025
Q2 		$1.79M Sell
38,345
-4,990
-12% -$209K 0.03% 293
2025
Q1 		$1.64M Sell
43,335
-10,627
-20% -$464K 0.03% 266
2024
Q4 		$2.49M Buy
53,962
+25,389
+89% +$1.32M 0.04% 142
2024
Q3 		$1.51M Buy
28,573
+7,974
+39% +$441K 0.03% 165
2024
Q2 		$1.13M Buy
20,599
+6,613
+47% +$392K 0.03% 150
2024
Q1 		$901K Buy
13,986
+9,923
+244% +$582K 0.02% 148
2023
Q4 		$233K Buy
+4,063
New +$210K 0.01% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vest Financial's TEX Position: Q4 2025 in Review

Vest Financial sold out of Terex (TEX) in Q4 2025, closing a stake of 24,266 shares — an estimated $1.24M sold.

Vest Financial first reported a position in TEX in Q4 2023 and held it in 8 quarters. The position peaked at $2.49M in Q4 2024. 355 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Vest Financial reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Vest Financial sold 24,266 Terex shares in Q4 2025, an estimated $1.24M.
  • Vest Financial first reported a position in Terex in Q4 2023 and held it in 8 quarters.
  • Vest Financial's Terex position peaked at $2.49M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Vest Financial's 13F filing for Q4 2025, filed 30 Jan 2026.