SageView Advisory Group’s Trex TREX Stock Holding History

SageView Advisory Group’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	–	Sell	-198	Closed	-$6.95K	–	2276
2025 Q4	$6.95K	Buy	+198	New	+$8.01K	﹤0.01%	1849

Other funds holding TREX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SageView Advisory Group's TREX Position: Q1 2026 in Review

SageView Advisory Group sold out of Trex (TREX) in Q1 2026, closing a stake of 198 shares — an estimated $6.95K sold.

SageView Advisory Group first reported a position in TREX in Q4 2025 and held it in 1 quarter. The position peaked at $6.95K in Q4 2025. 427 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

SageView Advisory Group reported no remaining Trex position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 198 Trex shares in Q1 2026, an estimated $6.95K.
SageView Advisory Group first reported a position in Trex in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Trex position peaked at $6.95K in Q4 2025.
427 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.