Focus Partners Wealth
TREX icon

Focus Partners Wealth’s Trex TREX Stock Holding History

Focus Partners Wealth’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 		$741K Buy
20,349
+7,346
+56% +$296K ﹤0.01% 1742
2025
Q4 		$468K Buy
13,003
+8,575
+194% +$347K ﹤0.01% 1982
2025
Q3 		$229K Sell
4,428
-1,367
-24% -$83.3K ﹤0.01% 1988
2025
Q2 		$315K Buy
5,795
+255
+5% +$14.5K ﹤0.01% 1655
2025
Q1 		$322K Sell
5,540
-2,028
-27% -$132K ﹤0.01% 1538
2024
Q4 		$522K Buy
+7,568
New +$533K ﹤0.01% 1304

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

Focus Partners Wealth's TREX Position: Q1 2026 in Review

Focus Partners Wealth increased its Trex (TREX) stake by 56% in Q1 2026, buying an estimated $296K and bringing the position to 20,349 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Focus Partners Wealth first reported a position in TREX in Q4 2024 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Focus Partners Wealth held 20,349 shares of Trex worth $741K as of Q1 2026.
  • Focus Partners Wealth bought 7,346 Trex shares in Q1 2026, an estimated $296K.
  • Trex made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1742 holding.
  • Focus Partners Wealth first reported a position in Trex in Q4 2024 and has held it in 6 quarters since.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.