PWPS
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Pinnacle Wealth Planning Services’s Terex TEX Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.25K Sell
114
-2,108
-95% -$132K ﹤0.01% 2137
2026
Q1 		$131K Buy
2,222
+2,108
+1,849% +$131K 0.01% 657
2025
Q4 		$6.08K Buy
+114
New +$5.76K ﹤0.01% 2221
2021
Q1 		– Sell
-950
Closed -$33K – 1771
2020
Q4 		$33K Buy
+950
New +$28K 0.01% 969

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

Pinnacle Wealth Planning Services's TEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Terex (TEX) stake by 95% in Q2 2026, selling an estimated $132K and leaving 114 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Pinnacle Wealth Planning Services first reported a position in TEX in Q4 2020 and has held it in 4 quarters since. The position peaked at $131K in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 114 shares of Terex worth $8.25K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,108 Terex shares in Q2 2026, an estimated $132K.
  • Terex made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2137 holding.
  • Pinnacle Wealth Planning Services first reported a position in Terex in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Terex position peaked at $131K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.