Perigon Wealth Management
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
Q3 		$509K Sell
9,678
-348
-3% -$22.2K 0.01% 897
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Perigon Wealth Management's TEX Position: Q3 2026 in Review

Perigon Wealth Management reduced its Terex (TEX) stake by 3.5% in Q3 2026, selling an estimated $22.2K and leaving 9,678 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #897.

Perigon Wealth Management first reported a position in TEX in Q3 2022 and has held it in 17 quarters since. The position peaked at $726K in Q2 2026. 74 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Perigon Wealth Management held 9,678 shares of Terex worth $509K as of Q3 2026.
  • Perigon Wealth Management sold 348 Terex shares in Q3 2026, an estimated $22.2K.
  • Terex made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #897 holding.
  • Perigon Wealth Management first reported a position in Terex in Q3 2022 and has held it in 17 quarters since.
  • Perigon Wealth Management's Terex position peaked at $726K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.