Cornerstone Planning Group
TEX icon

Cornerstone Planning Group’s Terex TEX Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-1
Closed -$67 – 1530
2026
Q2 		$67 Hold
1
– – ﹤0.01% 1850
2026
Q1 		$61 Buy
+1
New +$62 ﹤0.01% 1804
2025
Q1 		– Sell
-10
Closed -$486 – 1680
2024
Q4 		$486 Buy
+10
New +$521 ﹤0.01% 1150

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Cornerstone Planning Group's TEX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Terex (TEX) in Q3 2026, closing a stake of 1 share — an estimated $67 sold.

Cornerstone Planning Group first reported a position in TEX in Q4 2024 and held it in 3 quarters. The position peaked at $486 in Q4 2024. 50 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Terex position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Terex share in Q3 2026, an estimated $67.
  • Cornerstone Planning Group first reported a position in Terex in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Terex position peaked at $486 in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.