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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
Q2 		– Sell
-6,952
Closed -$253K – 1267
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's TREX Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Trex (TREX) in Q2 2026, closing a stake of 6,952 shares — an estimated $253K sold.

Mount Yale Investment Advisors first reported a position in TREX in Q1 2018 and held it in 6 quarters. The position peaked at $253K in Q1 2026. 471 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Trex position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,952 Trex shares in Q2 2026, an estimated $253K.
  • Mount Yale Investment Advisors first reported a position in Trex in Q1 2018 and held it in 6 quarters.
  • Mount Yale Investment Advisors's Trex position peaked at $253K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.