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American Trust Investment Advisors’s Trex TREX Stock Holding History

American Trust Investment Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Buy
61,650
+6,990
+13% +$281K 1.24% 34
2025
Q4 		$1.92M Sell
54,660
-3,475
-6% -$141K 1.03% 34
2025
Q3 		$3M Buy
+58,135
New +$3.54M 1.55% 30

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Trust Investment Advisors's TREX Position: Q1 2026 in Review

American Trust Investment Advisors increased its Trex (TREX) stake by 13% in Q1 2026, buying an estimated $281K and bringing the position to 61,650 shares worth $2.25M. The position accounts for 1.24% of the portfolio, ranked #34.

American Trust Investment Advisors first reported a position in TREX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3M in Q3 2025. 423 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • American Trust Investment Advisors held 61,650 shares of Trex worth $2.25M as of Q1 2026.
  • American Trust Investment Advisors bought 6,990 Trex shares in Q1 2026, an estimated $281K.
  • Trex made up 1.24% of American Trust Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • American Trust Investment Advisors first reported a position in Trex in Q3 2025 and has held it in 3 quarters since.
  • American Trust Investment Advisors's Trex position peaked at $3M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.