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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
Q2 		$726K Sell
10,026
-358
-3% -$22.4K 0.01% 712
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's TEX Position: Q2 2026 in Review

Perigon Wealth Management reduced its Terex (TEX) stake by 3.4% in Q2 2026, selling an estimated $22.4K and leaving 10,026 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #712.

Perigon Wealth Management first reported a position in TEX in Q3 2022 and has held it in 16 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Perigon Wealth Management held 10,026 shares of Terex worth $726K as of Q2 2026.
  • Perigon Wealth Management sold 358 Terex shares in Q2 2026, an estimated $22.4K.
  • Terex made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Perigon Wealth Management first reported a position in Terex in Q3 2022 and has held it in 16 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.