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Ashton Thomas Private Wealth’s Terex TEX Stock Holding History

Ashton Thomas Private 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
Q2 		– Sell
-15,781
Closed -$596K – 878
2025
Q1 		$596K Buy
15,781
+1,871
+13% +$81.7K 0.02% 511
2024
Q4 		$643K Buy
+13,910
New +$725K 0.03% 478
2024
Q3 		– Sell
-2,680
Closed -$147K – 1713
2024
Q2 		$147K Buy
+2,680
New +$159K 0.01% 656

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

Ashton Thomas Private Wealth's TEX Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of Terex (TEX) in Q2 2025, closing a stake of 15,781 shares — an estimated $596K sold.

Ashton Thomas Private Wealth first reported a position in TEX in Q2 2024 and held it in 3 quarters. The position peaked at $643K in Q4 2024. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Ashton Thomas Private Wealth reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 15,781 Terex shares in Q2 2025, an estimated $596K.
  • Ashton Thomas Private Wealth first reported a position in Terex in Q2 2024 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Terex position peaked at $643K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.