Physician Wealth Advisors’s Terex TEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Physician Wealth Advisors's TEX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Terex (TEX) stake by 7.8% in Q2 2026, buying an estimated $500 and bringing the position to 111 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Physician Wealth Advisors first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Physician Wealth Advisors held 111 shares of Terex worth $8.04K as of Q2 2026.
  • Physician Wealth Advisors bought 8 Terex shares in Q2 2026, an estimated $500.
  • Terex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #932 holding.
  • Physician Wealth Advisors first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.