WW
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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterfront Wealth's TEX Position: Q4 2025 in Review

Waterfront Wealth sold out of Terex (TEX) in Q4 2025, closing a stake of 39,694 shares — an estimated $2.11M sold.

Waterfront Wealth first reported a position in TEX in Q4 2020 and held it in 19 quarters. The position peaked at $2.11M in Q3 2025. 356 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Waterfront Wealth reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Waterfront Wealth sold 39,694 Terex shares in Q4 2025, an estimated $2.11M.
  • Waterfront Wealth first reported a position in Terex in Q4 2020 and held it in 19 quarters.
  • Waterfront Wealth's Terex position peaked at $2.11M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Waterfront Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.