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TREX icon

Fiduciary Planning’s Trex TREX Stock Holding History

Fiduciary Planning’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 		$233K Hold
6,400
– – 0.07% 67
2025
Q4 		$225K Hold
6,400
– – 0.07% 67
2025
Q3 		$331K Hold
6,400
– – 0.1% 60
2025
Q2 		$348K Hold
6,400
– – 0.12% 59
2025
Q1 		$372K Hold
6,400
– – 0.12% 58
2024
Q4 		$442K Sell
6,400
-30
-0.5% -$2.11K 0.14% 54
2024
Q3 		$428K Hold
6,430
– – 0.15% 47
2024
Q2 		$477K Hold
6,430
– – 0.17% 47
2024
Q1 		$641K Hold
6,430
– – 0.24% 38
2023
Q4 		$532K Hold
6,430
– – 0.23% 38
2023
Q3 		$396K Buy
+6,430
New +$441K 0.19% 51

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

Fiduciary Planning's TREX Position: Q1 2026 in Review

Fiduciary Planning held its Trex (TREX) position steady in Q1 2026 at 6,400 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #67.

Fiduciary Planning first reported a position in TREX in Q3 2023 and has held it in 11 quarters since. The position peaked at $641K in Q1 2024. 423 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Fiduciary Planning held 6,400 shares of Trex worth $233K as of Q1 2026.
  • Fiduciary Planning left its Trex share count unchanged in Q1 2026.
  • Trex made up 0.07% of Fiduciary Planning's portfolio in Q1 2026, its #67 holding.
  • Fiduciary Planning first reported a position in Trex in Q3 2023 and has held it in 11 quarters since.
  • Fiduciary Planning's Trex position peaked at $641K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.