$TEX icon$

Stratos Wealth Partners’s Terex TEX Stock Holding History

Stratos Wealth Partners’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	$231K	Buy	+3,189	New	+$199K	﹤0.01%	1556
2025 Q1	–	Sell	-5,005	Closed	-$231K	–	1497
2024 Q4	$231K	Sell	5,005 -9,152	-65%	-$477K	﹤0.01%	1280
2024 Q3	$749K	Sell	14,157 -2,412	-15%	-$133K	0.01%	783
2024 Q2	$909K	Sell	16,569 -1,044	-6%	-$61.9K	0.01%	687
2024 Q1	$1.13M	Buy	17,613 +802	+5%	+$47K	0.02%	605
2023 Q4	$966K	Buy	16,811 +6,369	+61%	+$329K	0.02%	647
2023 Q3	$602K	Buy	+10,442	New	+$622K	0.01%	756
2018 Q4	–	Sell	-2,728	Closed	-$109K	–	2330
2018 Q3	$109K	Buy	+2,728	New	+$111K	﹤0.01%	1087
2018 Q2	–	Sell	-10,700	Closed	-$400K	–	2409
2018 Q1	$400K	Buy	10,700 +7,773	+266%	+$337K	0.02%	627
2017 Q4	$141K	Buy	+2,927	New	+$135K	0.01%	1017

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stratos Wealth Partners's TEX Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Terex (TEX) in Q2 2026: 3,189 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in TEX as recently as Q4 2024.

Stratos Wealth Partners first reported a position in TEX in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Stratos Wealth Partners held 3,189 shares of Terex worth $231K as of Q2 2026.
Terex was a new Stratos Wealth Partners position in Q2 2026.
Terex made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1556 holding.
Stratos Wealth Partners first reported a position in Terex in Q4 2017 and has held it in 10 quarters since.
Stratos Wealth Partners's Terex position peaked at $1.13M in Q1 2024.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.