Blue Door Asset Management’s AGCO AGCO Stock Holding History

Blue Door Asset Management’s Portfolio AGCO Stock Details AGCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.68M	Sell	55,800 -27,300	-33%	-$3.17M	3.15%	10
2026 Q1	$9.63M	Sell	83,100 -10,000	-11%	-$1.21M	6.07%	7
2025 Q4	$9.71M	Buy	93,100 +18,000	+24%	+$1.91M	3.93%	10
2025 Q3	$8.04M	Buy	75,100 +19,800	+36%	+$2.19M	4.23%	9
2025 Q2	$5.7M	Sell	55,300 -16,500	-23%	-$1.57M	2.95%	12
2025 Q1	$6.65M	Sell	71,800 -37,800	-34%	-$3.69M	3.56%	11
2024 Q4	$10.2M	Buy	109,600 +64,600	+144%	+$6.26M	3.79%	11
2024 Q3	$4.4M	Sell	45,000 -54,800	-55%	-$5.11M	2.85%	10
2024 Q2	$9.77M	Buy	+99,800	New	+$11.1M	5.64%	8

Other funds holding AGCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blue Door Asset Management's AGCO Position: Q2 2026 in Review

Blue Door Asset Management reduced its AGCO (AGCO) stake by 33% in Q2 2026, selling an estimated $3.17M and leaving 55,800 shares worth $6.68M. The position accounts for 3.15% of the portfolio, ranked #10.

Blue Door Asset Management first reported a position in AGCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q4 2024. 516 funds tracked by Wall St. Rank hold AGCO as of Q2 2026.

Blue Door Asset Management held 55,800 shares of AGCO worth $6.68M as of Q2 2026.
Blue Door Asset Management sold 27,300 AGCO shares in Q2 2026, an estimated $3.17M.
AGCO made up 3.15% of Blue Door Asset Management's portfolio in Q2 2026, its #10 holding.
Blue Door Asset Management first reported a position in AGCO in Q2 2024 and has held it in 9 quarters since.
Blue Door Asset Management's AGCO position peaked at $10.2M in Q4 2024.
516 funds tracked by Wall St. Rank held AGCO as of Q2 2026.

Based on Blue Door Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.