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Nautilus Advisors’s Terex TEX Stock Holding History

Nautilus Advisors’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
Q3 		$1.29M Hold
24,522
– – 0.78% 32
2026
Q2 		$1.65M Hold
24,522
– – 0.98% 21
2026
Q1 		$1.45M Buy
+24,522
New +$1.52M 0.99% 22

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Nautilus Advisors's TEX Position: Q3 2026 in Review

Nautilus Advisors held its Terex (TEX) position steady in Q3 2026 at 24,522 shares worth $1.29M. The position accounts for 0.78% of the portfolio, ranked #32.

Nautilus Advisors first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.65M in Q2 2026. 42 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Nautilus Advisors held 24,522 shares of Terex worth $1.29M as of Q3 2026.
  • Nautilus Advisors left its Terex share count unchanged in Q3 2026.
  • Terex made up 0.78% of Nautilus Advisors's portfolio in Q3 2026, its #32 holding.
  • Nautilus Advisors first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Nautilus Advisors's Terex position peaked at $1.65M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.