Pinnacle Associates’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Buy |
19,871
+14,930
| +302% | +$925K | 0.02% | 493 |
|
|
2025
Q4 | $264K | Buy |
4,941
+51
| +1% | +$2.58K | ﹤0.01% | 834 |
|
|
2025
Q3 | $251K | Hold |
4,890
| – | – | ﹤0.01% | 800 |
|
|
2025
Q2 | $228K | Buy |
+4,890
| New | +$204K | ﹤0.01% | 795 |
|
|
2025
Q1 | – | Sell |
-4,920
| Closed | -$227K | – | 861 |
|
|
2024
Q4 | $227K | Hold |
4,920
| – | – | ﹤0.01% | 783 |
|
|
2024
Q3 | $283K | Hold |
4,920
| – | – | ﹤0.01% | 689 |
|
|
2024
Q2 | $270K | Hold |
4,920
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $317K | Hold |
4,920
| – | – | 0.01% | 689 |
|
|
2023
Q4 | $283K | Sell |
4,920
-60
| -1% | -$3.1K | ﹤0.01% | 699 |
|
|
2023
Q3 | $287K | Hold |
4,980
| – | – | 0.01% | 680 |
|
|
2023
Q2 | $298K | Sell |
4,980
-30
| -0.6% | -$1.49K | 0.01% | 676 |
|
|
2023
Q1 | $242K | Hold |
5,010
| – | – | 0.01% | 679 |
|
|
2022
Q4 | $214K | Buy |
+5,010
| New | +$202K | ﹤0.01% | 697 |
|
|
2022
Q1 | – | Sell |
-5,040
| Closed | -$222K | – | 811 |
|
|
2021
Q4 | $222K | Hold |
5,040
| – | – | ﹤0.01% | 742 |
|
|
2021
Q3 | $212K | Sell |
5,040
-1
| -0% | -$47 | ﹤0.01% | 718 |
|
|
2021
Q2 | $240K | Sell |
5,041
-1,655
| -25% | -$80.4K | ﹤0.01% | 694 |
|
|
2021
Q1 | $308K | Buy |
+6,696
| New | +$275K | 0.01% | 616 |
|
|
2020
Q1 | – | Sell |
-6,834
| Closed | -$204K | – | 724 |
|
|
2019
Q4 | $204K | Buy |
+6,834
| New | +$192K | ﹤0.01% | 674 |
|
|
2019
Q3 | – | Sell |
-7,179
| Closed | -$225K | – | 729 |
|
|
2019
Q2 | $225K | Buy |
7,179
+2
| +0% | +$61 | 0.01% | 645 |
|
|
2019
Q1 | $231K | Buy |
+7,177
| New | +$228K | 0.01% | 647 |
|
|
2018
Q4 | – | Sell |
-7,172
| Closed | -$286K | – | 715 |
|
|
2018
Q3 | $286K | Sell |
7,172
-998
| -12% | -$40.6K | 0.01% | 614 |
|
|
2018
Q2 | $345K | Buy |
8,170
+2,001
| +32% | +$79.4K | 0.01% | 570 |
|
|
2018
Q1 | $231K | Sell |
6,169
-4,498
| -42% | -$195K | ﹤0.01% | 619 |
|
|
2017
Q4 | $514K | Sell |
10,667
-999
| -9% | -$46K | 0.01% | 496 |
|
|
2017
Q3 | $525K | Sell |
11,666
-898
| -7% | -$35.5K | 0.01% | 495 |
|
|
2017
Q2 | $471K | Buy |
+12,564
| New | +$425K | 0.01% | 507 |
|
|
2014
Q4 | – | Sell |
-86,090
| Closed | -$2.73M | – | 636 |
|
|
2014
Q3 | $2.73M | Buy |
86,090
+16,465
| +24% | +$602K | 0.06% | 252 |
|
|
2014
Q2 | $2.86M | Buy |
69,625
+3,260
| +5% | +$133K | 0.06% | 248 |
|
|
2014
Q1 | $2.94M | Buy |
66,365
+75
| +0.1% | +$3.15K | 0.06% | 237 |
|
|
2013
Q4 | $2.78M | Buy |
66,290
+55,890
| +537% | +$2.03M | 0.05% | 252 |
|
|
2013
Q3 | $349K | Buy |
10,400
+100
| +1% | +$3.03K | 0.01% | 484 |
|
|
2013
Q2 | $271K | Buy |
+10,300
| New | +$318K | 0.01% | 492 |
|
Other funds holding TEX
VPM
VCM
Pinnacle Associates's TEX Position: Q1 2026 in Review
Pinnacle Associates increased its Terex (TEX) stake by 302% in Q1 2026, buying an estimated $925K and bringing the position to 19,871 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #493.
Pinnacle Associates first reported a position in TEX in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.94M in Q1 2014. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.
- Pinnacle Associates held 19,871 shares of Terex worth $1.17M as of Q1 2026.
- Pinnacle Associates bought 14,930 Terex shares in Q1 2026, an estimated $925K.
- Terex made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #493 holding.
- Pinnacle Associates first reported a position in Terex in Q2 2013 and has held it in 32 quarters since.
- Pinnacle Associates's Terex position peaked at $2.94M in Q1 2014.
- 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.