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WealthTrak Capital Management’s Terex TEX Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-20
Closed -$934 – 800
2025
Q2 		$934 Hold
20
– – ﹤0.01% 550
2025
Q1 		$756 Buy
20
+15
+300% +$655 ﹤0.01% 576
2024
Q4 		$232 Buy
+5
New +$261 ﹤0.01% 774

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

WealthTrak Capital Management's TEX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Terex (TEX) in Q3 2025, closing a stake of 20 shares — an estimated $934 sold.

WealthTrak Capital Management first reported a position in TEX in Q4 2024 and held it in 3 quarters. The position peaked at $934 in Q2 2025. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Terex position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Terex shares in Q3 2025, an estimated $934.
  • WealthTrak Capital Management first reported a position in Terex in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Terex position peaked at $934 in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.