$TEX icon$

Perigon Wealth Management’s Terex TEX Stock Holding History

Perigon Wealth 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
2026 Q1	$614K	Buy	10,384 +1,138	+12%	+$70.5K	0.01%	703
2025 Q4	$494K	Buy	9,246 +228	+3%	+$11.5K	0.01%	809
2025 Q3	$463K	Buy	9,018 +17	+0.2%	+$866	0.01%	773
2025 Q2	$420K	Sell	9,001 -1,276	-12%	-$53.4K	0.01%	729
2025 Q1	$388K	Buy	10,277 +607	+6%	+$26.5K	0.01%	713
2024 Q4	$459K	Sell	9,670 -566	-6%	-$29.5K	0.01%	664
2024 Q3	$542K	Buy	10,236 +520	+5%	+$28.7K	0.01%	594
2024 Q2	$533K	Buy	9,716 +1,032	+12%	+$61.2K	0.02%	522
2024 Q1	$559K	Sell	8,684 -147	-2%	-$8.62K	0.02%	506
2023 Q4	$507K	Buy	8,831 +563	+7%	+$29.1K	0.02%	495
2023 Q3	$476K	Sell	8,268 -2	-0%	-$119	0.02%	455
2023 Q2	$495K	Sell	8,270 -306	-4%	-$15.2K	0.02%	456
2023 Q1	$415K	Sell	8,576 -231	-3%	-$11.8K	0.02%	437
2022 Q4	$376K	Buy	8,807 +321	+4%	+$12.9K	0.02%	457
2022 Q3	$252K	Buy	+8,486	New	+$278K	0.02%	471

Other funds holding TEX

Fidelity Investments

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 Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

American Century Companies

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return