PWA
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Physician Wealth Advisors's TEX Position: Q1 2026 in Review

Physician Wealth Advisors held its Terex (TEX) position steady in Q1 2026 at 103 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Physician Wealth Advisors first reported a position in TEX in Q2 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Physician Wealth Advisors held 103 shares of Terex worth $6.09K as of Q1 2026.
  • Physician Wealth Advisors left its Terex share count unchanged in Q1 2026.
  • Terex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #944 holding.
  • Physician Wealth Advisors first reported a position in Terex in Q2 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.