TEX TEREX CORP

Ownership history in ICON ADVISERS INC/CO  ·  32 quarters on record

AI Ownership Summary

ICON ADVISERS INC/CO reported TEREX CORP (TEX) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.75% in 2024 Q1. The latest visible filing shows TEX at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ICON ADVISERS INC/CO's position in TEREX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TEX was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ICON ADVISERS INC/CO held TEX — position size vs. price
% of Fund (quarterly)    TEX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 49,000 0% 0.19% $2.7M 2025-11-12 $45.70
2025 Q2 UNCHANGED 49,000 0% 0.52% $2.3M 2025-08-13 $52.23
2025 Q1 UNCHANGED 49,000 0% 0.43% $1.9M 2025-05-15 $46.27
2024 Q4 UNCHANGED 49,000 0% 0.51% $2.3M 2025-02-13 $44.14
2024 Q3 REDUCED 49,000 -3,600 -6.8% 0.54% $2.6M 2024-11-13 $50.69
2024 Q2 REDUCED 52,600 -800 -1.5% 0.65% $2.9M 2024-08-14 $51.61
2024 Q1 REDUCED 53,400 -800 -1.5% 0.75% $3.4M 2024-05-15 $61.41
2023 Q4 UNCHANGED 54,200 0% 0.71% $3.1M 2024-02-14 $54.65
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ICON ADVISERS INC/CO and TEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ICON ADVISERS INC/CO reported owning TEX?

ICON ADVISERS INC/CO reported TEX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TEX position in ICON ADVISERS INC/CO's portfolio?

The largest reported portfolio weight for TEX was 0.75% in 2024 Q1.

What is the latest reported TEX position on this page?

The most recent filing on this page is 2025 Q3, when ICON ADVISERS INC/CO reported 49,000 shares, equal to 0.19% of portfolio, with an estimated market value of $2.7M.

What does the chart on this TEX ownership page compare?

The chart compares ICON ADVISERS INC/CO's quarterly TEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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