Bell Investment Advisors’s Daqo New Energy DQ Stock Holding History

Bell Investment Advisors’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11	Closed	-$310	–	1837
2025 Q3	$310	Hold	11	–	–	﹤0.01%	1828
2025 Q2	$167	Hold	11	–	–	﹤0.01%	1851
2025 Q1	$200	Hold	11	–	–	﹤0.01%	1866
2024 Q4	$214	Hold	11	–	–	﹤0.01%	1869
2024 Q3	$225	Hold	11	–	–	﹤0.01%	1855
2024 Q2	$161	Hold	11	–	–	﹤0.01%	1927
2024 Q1	$310	Hold	11	–	–	﹤0.01%	1886
2023 Q4	$293	Sell	11 -35	-76%	-$892	﹤0.01%	1888
2023 Q3	$1.39K	Sell	46 -8	-15%	-$285	﹤0.01%	1443
2023 Q2	$2.14K	Buy	54 +44	+440%	+$1.83K	﹤0.01%	1259
2023 Q1	$469	Hold	10	–	–	﹤0.01%	1856
2022 Q4	$386	Buy	10 +2	+25%	+$98	﹤0.01%	1906
2022 Q3	$0	Sell	8 -3	-27%	-$191	﹤0.01%	1779
2022 Q2	$1K	Buy	+11	New	+$546	﹤0.01%	1405
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1819
2021 Q3	$0	Buy	+7	New	+$419	﹤0.01%	1741

Other funds holding DQ

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's DQ Position: Q4 2025 in Review

Bell Investment Advisors sold out of Daqo New Energy (DQ) in Q4 2025, closing a stake of 11 shares — an estimated $310 sold.

Bell Investment Advisors first reported a position in DQ in Q3 2021 and held it in 16 quarters. The position peaked at $2.14K in Q2 2023. 142 funds tracked by Wall St. Rank hold DQ as of Q4 2025.

Bell Investment Advisors reported no remaining Daqo New Energy position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 11 Daqo New Energy shares in Q4 2025, an estimated $310.
Bell Investment Advisors first reported a position in Daqo New Energy in Q3 2021 and held it in 16 quarters.
Bell Investment Advisors's Daqo New Energy position peaked at $2.14K in Q2 2023.
142 funds tracked by Wall St. Rank held Daqo New Energy as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.