EWA
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EverSource Wealth Advisors’s Trex TREX Stock Holding History

EverSource Wealth 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 		$214K Buy
5,865
+1,781
+44% +$71.7K 0.01% 1017
2025
Q4 		$143K Buy
4,084
+2,567
+169% +$104K 0.01% 1128
2025
Q3 		$78.4K Buy
1,517
+1,318
+662% +$80.3K ﹤0.01% 1404
2025
Q2 		$10.8K Buy
199
+58
+41% +$3.29K ﹤0.01% 2759
2025
Q1 		$8.19K Buy
141
+102
+262% +$6.63K ﹤0.01% 2223
2024
Q4 		$2.69K Sell
39
-92
-70% -$6.48K ﹤0.01% 2599
2024
Q3 		$8.72K Sell
131
-679
-84% -$47.7K ﹤0.01% 1945
2024
Q2 		$67.7K Sell
810
-39
-5% -$3.41K ﹤0.01% 954
2024
Q1 		$75.2K Sell
849
-14
-2% -$1.25K 0.01% 820
2023
Q4 		$71.4K Buy
863
+124
+17% +$8.22K 0.01% 763
2023
Q3 		$45.5K Sell
739
-23
-3% -$1.58K ﹤0.01% 848
2023
Q2 		$50K Sell
762
-28
-4% -$1.56K 0.01% 838
2023
Q1 		$38.5K Buy
790
+67
+9% +$3.39K ﹤0.01% 880
2022
Q4 		$30.6K Buy
723
+673
+1,346% +$30.6K ﹤0.01% 942
2022
Q3 		$2K Buy
+50
New +$2.67K ﹤0.01% 1730
2022
Q2 		– Sell
-124
Closed -$8K – 1892
2022
Q1 		$8K Hold
124
– – ﹤0.01% 1103
2021
Q4 		$17K Buy
+124
New +$14.9K ﹤0.01% 760

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

EverSource Wealth Advisors's TREX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Trex (TREX) stake by 44% in Q1 2026, buying an estimated $71.7K and bringing the position to 5,865 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1017.

EverSource Wealth Advisors first reported a position in TREX in Q4 2021 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • EverSource Wealth Advisors held 5,865 shares of Trex worth $214K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,781 Trex shares in Q1 2026, an estimated $71.7K.
  • Trex made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1017 holding.
  • EverSource Wealth Advisors first reported a position in Trex in Q4 2021 and has held it in 17 quarters since.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.