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Planning Strategies’s Trex TREX Stock Holding History

Planning Strategies’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 		$1.5K Buy
+30
New +$1.24K ﹤0.01% 660

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Strategies's TREX Position: Q2 2026 in Review

Planning Strategies opened a new position in Trex (TREX) in Q2 2026: 30 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

442 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Planning Strategies held 30 shares of Trex worth $1.5K as of Q2 2026.
  • Trex was a new Planning Strategies position in Q2 2026.
  • Trex made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #660 holding.
  • 442 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.