MISSION WEALTH MANAGEMENT, LP

Position in TEX — Terex Corp

CIK 1645382 Santa Barbara, CA

Position in TEX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$527,071

+$124,128 QoQ

Shares Held

7,281

+6.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#265

of 480 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $48,276,065 across 6 Farm & Heavy Construction Machinery names. TEX ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	31,425	$33,464,482
2	DE	Deere & Co	20,652	$13,100,183
3	TEX	Terex Corp This page	7,281	$527,071
4	CNH	CNH Industrial N.V.	41,010	$460,542
5	PCAR	Paccar Inc	3,258	$391,350
6	OSK	Oshkosh Corp	2,166	$332,437

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,071	7,281	+6.8%	Shares	Sole	2026-07-20
2026-03-31	$402,943	6,818	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.