Position in GWW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$540,078
+$220,471 QoQ
Shares Held
397
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#807
of 1,362 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $984,931 across 2 Industrial Distribution names. GWW ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
This page
|
397 | $540,078 | |
| 2 | FAST |
Fastenal Co
|
9,262 | $444,853 |
All Filings in GWW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,078 | 397 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $319,607 | 293 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $295,651 | 293 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $276,358 | 290 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $302,709 | 291 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $281,531 | 285 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||