$TEX icon$

Clearstead Trust’s Terex TEX Stock Holding History

Clearstead Trust’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	-133	Closed	-$5.03K	–	1539
2025 Q1	$5.03K	Buy	+133	New	+$5.81K	﹤0.01%	603

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Clearstead Trust's TEX Position: Q2 2025 in Review

Clearstead Trust sold out of Terex (TEX) in Q2 2025, closing a stake of 133 shares — an estimated $5.03K sold.

Clearstead Trust first reported a position in TEX in Q1 2025 and held it in 1 quarter. The position peaked at $5.03K in Q1 2025. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

Clearstead Trust reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 133 Terex shares in Q2 2025, an estimated $5.03K.
Clearstead Trust first reported a position in Terex in Q1 2025 and held it in 1 quarter.
Clearstead Trust's Terex position peaked at $5.03K in Q1 2025.
326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.