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 Q3	$45K	Hold	851	–	–	﹤0.01%	536
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Capital Advisors Ltd's TEX Position: Q3 2026 in Review

Capital Advisors Ltd held its Terex (TEX) position steady in Q3 2026 at 851 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Capital Advisors Ltd first reported a position in TEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $62K in Q2 2026. 185 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Capital Advisors Ltd held 851 shares of Terex worth $45K as of Q3 2026.
Capital Advisors Ltd left its Terex share count unchanged in Q3 2026.
Terex made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #536 holding.
Capital Advisors Ltd first reported a position in Terex in Q4 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Terex position peaked at $62K in Q2 2026.
185 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.