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Planning Center Inc’s Terex TEX Stock Holding History

Planning Center Inc’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 		$497K Sell
6,868
-1
-0% -$63 0.05% 50
2026
Q1 		$406K Buy
+6,869
New +$425K 0.04% 52

Other funds holding TEX

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Center Inc's TEX Position: Q2 2026 in Review

Planning Center Inc reduced its Terex (TEX) stake by 0.01% in Q2 2026, selling an estimated $63 and leaving 6,868 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #50.

Planning Center Inc first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Planning Center Inc held 6,868 shares of Terex worth $497K as of Q2 2026.
  • Planning Center Inc sold 1 Terex share in Q2 2026, an estimated $63.
  • Terex made up 0.05% of Planning Center Inc's portfolio in Q2 2026, its #50 holding.
  • Planning Center Inc first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.