SWA
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Stratos Wealth Advisors’s Terex TEX Stock Holding History

Stratos Wealth 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
2025
Q1 		– Sell
-33,691
Closed -$1.56M – 741
2024
Q4 		$1.56M Buy
33,691
+733
+2% +$38.2K 0.07% 251
2024
Q3 		$1.74M Buy
32,958
+8,153
+33% +$451K 0.08% 262
2024
Q2 		$1.36M Buy
24,805
+2,984
+14% +$177K 0.07% 285
2024
Q1 		$1.41M Buy
+21,821
New +$1.28M 0.08% 259
2019
Q4 		– Sell
-7,932
Closed -$206K – 226
2019
Q3 		$206K Buy
7,932
+7
+0.1% +$192 0.08% 240
2019
Q2 		$249K Buy
7,925
+7
+0.1% +$215 0.1% 199
2019
Q1 		$254K Buy
+7,918
New +$251K 0.14% 175

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Stratos Wealth Advisors's TEX Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Terex (TEX) in Q1 2025, closing a stake of 33,691 shares — an estimated $1.56M sold.

Stratos Wealth Advisors first reported a position in TEX in Q1 2019 and held it in 7 quarters. The position peaked at $1.74M in Q3 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 33,691 Terex shares in Q1 2025, an estimated $1.56M.
  • Stratos Wealth Advisors first reported a position in Terex in Q1 2019 and held it in 7 quarters.
  • Stratos Wealth Advisors's Terex position peaked at $1.74M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.