$TEX icon$

Prestige Wealth Management Group’s Terex TEX Stock Holding History

Prestige Wealth Management Group’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	$2.53K	Hold	35	–	–	﹤0.01%	724
2026 Q1	$2.07K	Hold	35	–	–	﹤0.01%	735
2025 Q4	$1.87K	Hold	35	–	–	﹤0.01%	776
2025 Q3	$1.8K	Hold	35	–	–	﹤0.01%	769
2025 Q2	$1.64K	Buy	35 +10	+40%	+$418	﹤0.01%	776
2025 Q1	$945	Hold	25	–	–	﹤0.01%	860
2024 Q4	$1.16K	Hold	25	–	–	﹤0.01%	862
2024 Q3	$1.32K	Hold	25	–	–	﹤0.01%	841
2024 Q2	$1.37K	Hold	25	–	–	﹤0.01%	789
2024 Q1	$1.61K	Hold	25	–	–	﹤0.01%	790
2023 Q4	$1.44K	Hold	25	–	–	﹤0.01%	818
2023 Q3	$1.44K	Hold	25	–	–	﹤0.01%	806
2023 Q2	$1.5K	Hold	25	–	–	﹤0.01%	826
2023 Q1	$1.21K	Hold	25	–	–	﹤0.01%	858
2022 Q4	$1.07K	Buy	+25	New	+$1.01K	﹤0.01%	961
2022 Q3	–	Sell	-39	Closed	-$1K	–	1067
2022 Q2	$1K	Buy	+39	New	+$1.3K	﹤0.01%	930

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

Prestige Wealth Management Group's TEX Position: Q2 2026 in Review

Prestige Wealth Management Group held its Terex (TEX) position steady in Q2 2026 at 35 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Prestige Wealth Management Group first reported a position in TEX in Q2 2022 and has held it in 16 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Prestige Wealth Management Group held 35 shares of Terex worth $2.53K as of Q2 2026.
Prestige Wealth Management Group left its Terex share count unchanged in Q2 2026.
Terex made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #724 holding.
Prestige Wealth Management Group first reported a position in Terex in Q2 2022 and has held it in 16 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.