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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
Q2 		– Sell
-25
Closed -$1.48K – 1990
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's TEX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Terex (TEX) in Q2 2026, closing a stake of 25 shares — an estimated $1.48K sold.

Twin Peaks Wealth Advisors first reported a position in TEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.48K in Q1 2026. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 25 Terex shares in Q2 2026, an estimated $1.48K.
  • Twin Peaks Wealth Advisors first reported a position in Terex in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Terex position peaked at $1.48K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.