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TREX icon

Cromwell Holdings’s Trex TREX Stock Holding History

Cromwell Holdings’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
Q2 		$1.7K Buy
34
+16
+89% +$664 ﹤0.01% 881
2026
Q1 		$656 Hold
18
– – ﹤0.01% 940
2025
Q4 		$631 Buy
18
+7
+64% +$283 ﹤0.01% 924
2025
Q3 		$569 Hold
11
– – ﹤0.01% 956
2025
Q2 		$598 Buy
11
+6
+120% +$340 ﹤0.01% 939
2025
Q1 		$291 Buy
+5
New +$325 ﹤0.01% 796

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
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
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cromwell Holdings's TREX Position: Q2 2026 in Review

Cromwell Holdings increased its Trex (TREX) stake by 89% in Q2 2026, buying an estimated $664 and bringing the position to 34 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Cromwell Holdings first reported a position in TREX in Q1 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Cromwell Holdings held 34 shares of Trex worth $1.7K as of Q2 2026.
  • Cromwell Holdings bought 16 Trex shares in Q2 2026, an estimated $664.
  • Trex made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #881 holding.
  • Cromwell Holdings first reported a position in Trex in Q1 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.