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Clearstead Advisors’s Terex TEX Stock Holding History

Clearstead Advisors’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
2026
Q2 		$4.71K Buy
65
+40
+160% +$2.5K ﹤0.01% 2214
2026
Q1 		$1.48K Sell
25
-265
-91% -$16.4K ﹤0.01% 1959
2025
Q4 		$15.5K Buy
290
+167
+136% +$8.43K ﹤0.01% 1784
2025
Q3 		$6.31K Hold
123
– – ﹤0.01% 2074
2025
Q2 		$5.74K Buy
+123
New +$5.14K ﹤0.01% 2067

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors's TEX Position: Q2 2026 in Review

Clearstead Advisors increased its Terex (TEX) stake by 160% in Q2 2026, buying an estimated $2.5K and bringing the position to 65 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Clearstead Advisors first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.5K in Q4 2025. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Clearstead Advisors held 65 shares of Terex worth $4.71K as of Q2 2026.
  • Clearstead Advisors bought 40 Terex shares in Q2 2026, an estimated $2.5K.
  • Terex made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2214 holding.
  • Clearstead Advisors first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Terex position peaked at $15.5K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.