Physician Wealth Advisors
TEX icon

Physician Wealth Advisors’s Terex TEX Stock Holding History

Physician Wealth 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 		$7.42K Buy
141
+30
+27% +$1.91K ﹤0.01% 990
2026
Q2 		$8.04K Buy
111
+8
+8% +$500 ﹤0.01% 932
2026
Q1 		$6.09K Hold
103
– – ﹤0.01% 944
2025
Q4 		$5.5K Hold
103
– – ﹤0.01% 952
2025
Q3 		$5.28K Hold
103
– – ﹤0.01% 911
2025
Q2 		$4.81K Buy
+103
New +$4.31K ﹤0.01% 810

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Physician Wealth Advisors's TEX Position: Q3 2026 in Review

Physician Wealth Advisors increased its Terex (TEX) stake by 27% in Q3 2026, buying an estimated $1.91K and bringing the position to 141 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Physician Wealth Advisors first reported a position in TEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.04K in Q2 2026. 347 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Physician Wealth Advisors held 141 shares of Terex worth $7.42K as of Q3 2026.
  • Physician Wealth Advisors bought 30 Terex shares in Q3 2026, an estimated $1.91K.
  • Terex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #990 holding.
  • Physician Wealth Advisors first reported a position in Terex in Q2 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Terex position peaked at $8.04K in Q2 2026.
  • 347 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.