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Aquatic Capital Management’s Terex TEX Stock Holding History

Aquatic Capital Management’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 		– Sell
-20,140
Closed -$1.19M – 1727
2026
Q1 		$1.19M Buy
20,140
+5,443
+37% +$337K 0.03% 525
2025
Q4 		$785K Sell
14,697
-7,661
-34% -$387K 0.02% 609
2025
Q3 		$1.15M Buy
22,358
+3,724
+20% +$190K 0.02% 626
2025
Q2 		$870K Buy
+18,634
New +$779K 0.02% 688
2025
Q1 		– Sell
-47,168
Closed -$2.18M – 1622
2024
Q4 		$2.18M Buy
47,168
+12,068
+34% +$629K 0.06% 358
2024
Q3 		$1.86M Buy
35,100
+10,300
+42% +$569K 0.05% 377
2024
Q2 		$1.36M Buy
+24,800
New +$1.47M 0.05% 335
2023
Q2 		– Sell
-9,700
Closed -$469K – 1740
2023
Q1 		$469K Buy
9,700
+2,300
+31% +$118K 0.03% 425
2022
Q4 		$316K Buy
7,400
+6,700
+957% +$270K 0.02% 629
2022
Q3 		$21K Sell
700
-200
-22% -$6.54K ﹤0.01% 993
2022
Q2 		$25K Sell
900
-700
-44% -$23.3K 0.01% 801
2022
Q1 		$57K Buy
+1,600
New +$66.2K 0.09% 258

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

Aquatic Capital Management's TEX Position: Q2 2026 in Review

Aquatic Capital Management sold out of Terex (TEX) in Q2 2026, closing a stake of 20,140 shares — an estimated $1.19M sold.

Aquatic Capital Management first reported a position in TEX in Q1 2022 and held it in 12 quarters. The position peaked at $2.18M in Q4 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Aquatic Capital Management reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 20,140 Terex shares in Q2 2026, an estimated $1.19M.
  • Aquatic Capital Management first reported a position in Terex in Q1 2022 and held it in 12 quarters.
  • Aquatic Capital Management's Terex position peaked at $2.18M in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.