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Wealthspire Advisors (New York)’s Terex TEX Stock Holding History

Wealthspire Advisors (New York)’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
-336
Closed -$17.2K – 2711
2025
Q3 		$17.2K Buy
+336
New +$17.1K ﹤0.01% 1749

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

Wealthspire Advisors (New York)'s TEX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Terex (TEX) in Q4 2025, closing a stake of 336 shares — an estimated $17.2K sold.

Wealthspire Advisors (New York) first reported a position in TEX in Q3 2025 and held it in 1 quarter. The position peaked at $17.2K in Q3 2025. 355 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 336 Terex shares in Q4 2025, an estimated $17.2K.
  • Wealthspire Advisors (New York) first reported a position in Terex in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Terex position peaked at $17.2K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.