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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
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

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

Cornerstone Planning Group's TEX Position: Q2 2026 in Review

Cornerstone Planning Group held its Terex (TEX) position steady in Q2 2026 at 1 share worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Cornerstone Planning Group first reported a position in TEX in Q4 2024 and has held it in 3 quarters since. The position peaked at $486 in Q4 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Cornerstone Planning Group held 1 share of Terex worth $67 as of Q2 2026.
  • Cornerstone Planning Group left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1850 holding.
  • Cornerstone Planning Group first reported a position in Terex in Q4 2024 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Terex position peaked at $486 in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.