Mount Yale Investment Advisors’s Trex TREX Stock Holding History

Mount Yale 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	$253K	Buy	+6,952	New	+$280K	0.01%	965
2025 Q3	–	Sell	-4,096	Closed	-$223K	–	1523
2025 Q2	$223K	Buy	+4,096	New	+$232K	0.02%	529
2025 Q1	–	Sell	-3,394	Closed	-$234K	–	587
2024 Q4	$234K	Buy	+3,394	New	+$239K	0.02%	503
2018 Q4	–	Sell	-1,390	Closed	-$46K	–	743
2018 Q3	$46K	Sell	1,390 -156	-10%	-$6K	0.01%	616
2018 Q2	$48K	Sell	1,546 -42	-3%	-$1.22K	0.01%	640
2018 Q1	$43K	Buy	+1,588	New	+$43.7K	0.01%	638

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mount Yale Investment Advisors's TREX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Trex (TREX) in Q1 2026: 6,952 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TREX as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in TREX in Q1 2018 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

Mount Yale Investment Advisors held 6,952 shares of Trex worth $253K as of Q1 2026.
Trex was a new Mount Yale Investment Advisors position in Q1 2026.
Trex made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #965 holding.
Mount Yale Investment Advisors first reported a position in Trex in Q1 2018 and has held it in 6 quarters since.
424 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.