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Strategic Wealth Partners’s Trex TREX Stock Holding History

Strategic Wealth Partners’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 		$16.4K Hold
328
– – ﹤0.01% 800
2026
Q1 		$11.9K Hold
328
– – ﹤0.01% 851
2025
Q4 		$11.5K Hold
328
– – ﹤0.01% 849
2025
Q3 		$16.9K Hold
328
– – ﹤0.01% 770
2025
Q2 		$17.8K Buy
+328
New +$18.6K ﹤0.01% 674

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 $3.37T AUM 44.26% 1-Year Est. Return

Strategic Wealth Partners's TREX Position: Q2 2026 in Review

Strategic Wealth Partners held its Trex (TREX) position steady in Q2 2026 at 328 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Strategic Wealth Partners first reported a position in TREX in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.8K in Q2 2025. 471 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Strategic Wealth Partners held 328 shares of Trex worth $16.4K as of Q2 2026.
  • Strategic Wealth Partners left its Trex share count unchanged in Q2 2026.
  • Trex made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #800 holding.
  • Strategic Wealth Partners first reported a position in Trex in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Trex position peaked at $17.8K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.