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Twin Peaks Wealth Advisors’s Terex TEX Stock Holding History

Twin Peaks 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 		$1.48K Buy
+25
New +$1.55K ﹤0.01% 1796
2025
Q3 		– Sell
-2
Closed -$101 – 1916
2025
Q2 		$101 Buy
+2
New +$84 ﹤0.01% 2113

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

Twin Peaks Wealth Advisors's TEX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Terex (TEX) in Q1 2026: 25 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1796 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TEX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TEX in Q2 2025 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 25 shares of Terex worth $1.48K as of Q1 2026.
  • Terex was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Terex made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1796 holding.
  • Twin Peaks Wealth Advisors first reported a position in Terex in Q2 2025 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.