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Pinnacle Wealth Management Advisory Group’s Terex TEX Stock Holding History

Pinnacle Wealth Management Advisory 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 		$284K Sell
3,917
-2,152
-35% -$135K 0.02% 436
2026
Q1 		$359K Buy
+6,069
New +$376K 0.02% 357

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's TEX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Terex (TEX) stake by 35% in Q2 2026, selling an estimated $135K and leaving 3,917 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #436.

Pinnacle Wealth Management Advisory Group first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $359K in Q1 2026. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 3,917 shares of Terex worth $284K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 2,152 Terex shares in Q2 2026, an estimated $135K.
  • Terex made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #436 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Terex position peaked at $359K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.