$TEX icon$

Waterfront Wealth’s Terex TEX Stock Holding History

Waterfront 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 Q4	–	Sell	-39,694	Closed	-$2.11M	–	280
2025 Q3	$2.11M	Buy	39,694 +260	+0.7%	+$13.2K	0.43%	69
2025 Q2	$1.84M	Sell	39,434 -949	-2%	-$39.7K	0.41%	65
2025 Q1	$1.53M	Sell	40,383 -127	-0.3%	-$5.54K	0.37%	73
2024 Q4	$1.87M	Buy	40,510 +11,644	+40%	+$607K	0.46%	58
2024 Q3	$1.59M	Buy	28,866 +2,067	+8%	+$114K	0.39%	75
2024 Q2	$1.47M	Buy	26,799 +4,377	+20%	+$260K	0.4%	72
2024 Q1	$1.28M	Buy	22,422 +1,076	+5%	+$63.1K	0.36%	83
2023 Q4	$1.23M	Sell	21,346 -462	-2%	-$23.9K	0.36%	79
2023 Q3	$1.04M	Buy	21,808 +5,815	+36%	+$347K	0.34%	84
2023 Q2	$955K	Sell	15,993 -5,381	-25%	-$267K	0.28%	106
2023 Q1	$1.03M	Buy	21,374 +2,810	+15%	+$144K	0.34%	85
2022 Q4	$934K	Sell	18,564 -11,301	-38%	-$455K	0.32%	95
2022 Q3	$1.11M	Buy	29,865 +9,392	+46%	+$307K	0.42%	67
2022 Q2	$560K	Buy	20,473 +4,513	+28%	+$150K	0.23%	127
2022 Q1	$524K	Buy	15,960 +9,046	+131%	+$374K	0.19%	124
2021 Q4	$304K	Sell	6,914 -70	-1%	-$3.14K	0.12%	167
2021 Q3	$294K	Sell	6,984 -74	-1%	-$3.5K	0.14%	140
2021 Q2	$336K	Buy	+7,058	New	+$343K	0.16%	126
2021 Q1	–	Sell	-19,282	Closed	-$673K	–	184
2020 Q4	$673K	Buy	+19,282	New	+$569K	0.48%	52

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return