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Persium Advisors’s Terex TEX Stock Holding History

Persium Advisors’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 		$242K Hold
4,605
– – 0.13% 65
2026
Q2 		$333K Hold
4,605
– – 0.22% 58
2026
Q1 		$272K Buy
+4,605
New +$285K 0.21% 53

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Persium Advisors's TEX Position: Q3 2026 in Review

Persium Advisors held its Terex (TEX) position steady in Q3 2026 at 4,605 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #65.

Persium Advisors first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $333K in Q2 2026. 46 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Persium Advisors held 4,605 shares of Terex worth $242K as of Q3 2026.
  • Persium Advisors left its Terex share count unchanged in Q3 2026.
  • Terex made up 0.13% of Persium Advisors's portfolio in Q3 2026, its #65 holding.
  • Persium Advisors first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Persium Advisors's Terex position peaked at $333K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.