$TEX icon$

Capital Advisors Ltd’s Terex TEX Stock Holding History

Capital Advisors Ltd’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	$62K	Hold	851	–	–	0.01%	481
2026 Q1	$50K	Buy	851 +762	+856%	+$47.2K	0.01%	496
2025 Q4	$4K	Sell	89 -762	-90%	-$38.5K	﹤0.01%	993
2025 Q3	$44K	Hold	851	–	–	0.01%	502
2025 Q2	$40K	Hold	851	–	–	﹤0.01%	515
2025 Q1	$32K	Hold	851	–	–	﹤0.01%	540
2024 Q4	$39K	Hold	851	–	–	﹤0.01%	499
2024 Q3	$45K	Hold	851	–	–	0.01%	472
2024 Q2	$47K	Hold	851	–	–	0.01%	454
2024 Q1	$55K	Hold	851	–	–	0.01%	426
2023 Q4	$49K	Hold	851	–	–	0.01%	427
2023 Q3	$49K	Hold	851	–	–	0.01%	412
2023 Q2	$51K	Buy	+851	New	+$42.2K	0.01%	421
2023 Q1	–	Sell	-851	Closed	–	–	1546
2022 Q4	$0	Buy	+851	New	+$34.3K	﹤0.01%	1634

Other funds holding TEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Capital Advisors Ltd's TEX Position: Q2 2026 in Review

Capital Advisors Ltd held its Terex (TEX) position steady in Q2 2026 at 851 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #481.

Capital Advisors Ltd first reported a position in TEX in Q4 2022 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Capital Advisors Ltd held 851 shares of Terex worth $62K as of Q2 2026.
Capital Advisors Ltd left its Terex share count unchanged in Q2 2026.
Terex made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #481 holding.
Capital Advisors Ltd first reported a position in Terex in Q4 2022 and has held it in 14 quarters since.
40 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.