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Cetera Trust Company’s Terex TEX Stock Holding History

Cetera Trust Company’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
-98
Closed -$3.7K – 372
2025
Q1 		$3.7K Hold
98
– – ﹤0.01% 365
2024
Q4 		$4.53K Hold
98
– – ﹤0.01% 365
2024
Q3 		$5.18K Hold
98
– – ﹤0.01% 363
2024
Q2 		$5.37K Hold
98
– – ﹤0.01% 361
2024
Q1 		$6.31K Hold
98
– – ﹤0.01% 354
2023
Q4 		$5.63K Buy
+98
New +$5.07K ﹤0.01% 357

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

Cetera Trust Company's TEX Position: Q2 2025 in Review

Cetera Trust Company sold out of Terex (TEX) in Q2 2025, closing a stake of 98 shares — an estimated $3.7K sold.

Cetera Trust Company first reported a position in TEX in Q4 2023 and held it in 6 quarters. The position peaked at $6.31K in Q1 2024. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Cetera Trust Company reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Cetera Trust Company sold 98 Terex shares in Q2 2025, an estimated $3.7K.
  • Cetera Trust Company first reported a position in Terex in Q4 2023 and held it in 6 quarters.
  • Cetera Trust Company's Terex position peaked at $6.31K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Cetera Trust Company's 13F filing for Q2 2025, filed 6 Aug 2025.