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Bell Investment Advisors’s Terex TEX Stock Holding History

Bell Investment 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
Q1 		$8.39K Buy
142
+21
+17% +$1.3K ﹤0.01% 751
2025
Q4 		$6.46K Hold
121
– – ﹤0.01% 883
2025
Q3 		$6.21K Sell
121
-29
-19% -$1.48K ﹤0.01% 824
2025
Q2 		$7K Buy
150
+61
+69% +$2.55K ﹤0.01% 825
2025
Q1 		$3.36K Buy
89
+2
+2% +$87 ﹤0.01% 1094
2024
Q4 		$4.02K Buy
87
+19
+28% +$990 ﹤0.01% 1024
2024
Q3 		$3.6K Sell
68
-9
-12% -$497 ﹤0.01% 1094
2024
Q2 		$4.22K Sell
77
-18
-19% -$1.07K ﹤0.01% 1004
2024
Q1 		$6.12K Buy
95
+18
+23% +$1.06K ﹤0.01% 816
2023
Q4 		$4.42K Buy
77
+19
+33% +$982 ﹤0.01% 940
2023
Q3 		$3.34K Sell
58
-9
-13% -$536 ﹤0.01% 1018
2023
Q2 		$4.01K Sell
67
-18
-21% -$893 ﹤0.01% 935
2023
Q1 		$4.11K Hold
85
– – ﹤0.01% 869
2022
Q4 		$3.63K Hold
85
– – ﹤0.01% 973
2022
Q3 		$3K Buy
85
+58
+215% +$1.9K ﹤0.01% 978
2022
Q2 		$1K Buy
+27
New +$899 ﹤0.01% 1618
2021
Q4 		$1K Buy
23
+12
+109% +$539 ﹤0.01% 1619
2021
Q3 		$0 Buy
+11
New +$521 ﹤0.01% 1828

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bell Investment Advisors's TEX Position: Q1 2026 in Review

Bell Investment Advisors increased its Terex (TEX) stake by 17% in Q1 2026, buying an estimated $1.3K and bringing the position to 142 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Bell Investment Advisors first reported a position in TEX in Q3 2021 and has held it in 18 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Bell Investment Advisors held 142 shares of Terex worth $8.39K as of Q1 2026.
  • Bell Investment Advisors bought 21 Terex shares in Q1 2026, an estimated $1.3K.
  • Terex made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #751 holding.
  • Bell Investment Advisors first reported a position in Terex in Q3 2021 and has held it in 18 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.