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Edgar Wachenheim’s Terex TEX Stock Holding History

Edgar Wachenheim’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
-10,922
Closed -$645K – 30
2026
Q1 		$645K Sell
10,922
-8,500
-44% -$526K 0.01% 24
2025
Q4 		$1.04M Sell
19,422
-1,458,311
-99% -$73.6M 0.02% 27
2025
Q3 		$75.8M Sell
1,477,733
-22,200
-1% -$1.13M 1.15% 15
2025
Q2 		$70M Sell
1,499,933
-3,200
-0.2% -$134K 1.04% 13
2025
Q1 		$56.8M Hold
1,503,133
– – 0.9% 14
2024
Q4 		$69.5M Buy
1,503,133
+3,290
+0.2% +$172K 1.03% 12
2024
Q3 		$79.4M Buy
1,499,843
+172
+0% +$9.51K 0.93% 13
2024
Q2 		$82.2M Buy
1,499,671
+23,371
+2% +$1.39M 1.08% 14
2024
Q1 		$95.1M Buy
1,476,300
+19,600
+1% +$1.15M 0.88% 17
2023
Q4 		$83.7M Buy
1,456,700
+733,690
+101% +$37.9M 0.89% 17
2023
Q3 		$41.7M Sell
723,010
-16,000
-2% -$954K 0.54% 19
2023
Q2 		$44.2M Buy
+739,010
New +$36.7M 0.59% 19

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

Edgar Wachenheim's TEX Position: Q2 2026 in Review

Edgar Wachenheim sold out of Terex (TEX) in Q2 2026, closing a stake of 10,922 shares — an estimated $645K sold.

Edgar Wachenheim first reported a position in TEX in Q2 2023 and held it in 12 quarters. The position peaked at $95.1M in Q1 2024. 480 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Edgar Wachenheim reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Edgar Wachenheim sold 10,922 Terex shares in Q2 2026, an estimated $645K.
  • Edgar Wachenheim first reported a position in Terex in Q2 2023 and held it in 12 quarters.
  • Edgar Wachenheim's Terex position peaked at $95.1M in Q1 2024.
  • 480 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Greenhaven Associates's 13F filing for Q2 2026, filed 28 Jul 2026.