$TEX icon$

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 Q2	$333K	Hold	4,605	–	–	0.22%	58
2026 Q1	$272K	Buy	+4,605	New	+$285K	0.21%	53

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Persium Advisors's TEX Position: Q2 2026 in Review

Persium Advisors held its Terex (TEX) position steady in Q2 2026 at 4,605 shares worth $333K. The position accounts for 0.22% of the portfolio, ranked #58.

Persium Advisors first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Persium Advisors held 4,605 shares of Terex worth $333K as of Q2 2026.
Persium Advisors left its Terex share count unchanged in Q2 2026.
Terex made up 0.22% of Persium Advisors's portfolio in Q2 2026, its #58 holding.
Persium Advisors first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.