ZP
TEX icon

Zimmer Partners’s Terex TEX Stock Holding History

Zimmer Partners’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
Q2 		– Sell
-250,000
Closed -$9.45M – 207
2025
Q1 		$9.45M Buy
250,000
+70,000
+39% +$3.06M 0.18% 90
2024
Q4 		$8.32M Sell
180,000
-5,000
-3% -$261K 0.14% 83
2024
Q3 		$9.79M Buy
185,000
+25,000
+16% +$1.38M 0.18% 85
2024
Q2 		$8.77M Buy
160,000
+74,210
+87% +$4.4M 0.16% 86
2024
Q1 		$5.52M Buy
+85,790
New +$5.03M 0.12% 91

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Zimmer Partners's TEX Position: Q2 2025 in Review

Zimmer Partners sold out of Terex (TEX) in Q2 2025, closing a stake of 250,000 shares — an estimated $9.45M sold.

Zimmer Partners first reported a position in TEX in Q1 2024 and held it in 5 quarters. The position peaked at $9.79M in Q3 2024. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Zimmer Partners reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Zimmer Partners sold 250,000 Terex shares in Q2 2025, an estimated $9.45M.
  • Zimmer Partners first reported a position in Terex in Q1 2024 and held it in 5 quarters.
  • Zimmer Partners's Terex position peaked at $9.79M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Zimmer Partners's 13F filing for Q2 2025, filed 14 Aug 2025.