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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
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
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 Partners's TEX Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Terex (TEX) in Q1 2025, closing a stake of 5,005 shares — an estimated $231K sold.

Stratos Wealth Partners first reported a position in TEX in Q4 2017 and held it in 9 quarters. The position peaked at $1.13M in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,005 Terex shares in Q1 2025, an estimated $231K.
  • Stratos Wealth Partners first reported a position in Terex in Q4 2017 and held it in 9 quarters.
  • Stratos Wealth Partners's Terex position peaked at $1.13M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

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