SWA
KE

Sax Wealth Advisors’s Kimball Electronics KE Stock Holding History

Sax Wealth Advisors’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,475
Closed -$208K – 552
2026
Q1 		$208K Hold
7,475
– – 0.01% 463
2025
Q4 		$208K Buy
+7,475
New +$216K 0.01% 470

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sax Wealth Advisors's KE Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Kimball Electronics (KE) in Q2 2026, closing a stake of 7,475 shares — an estimated $208K sold.

Sax Wealth Advisors first reported a position in KE in Q4 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 174 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Kimball Electronics position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 7,475 Kimball Electronics shares in Q2 2026, an estimated $208K.
  • Sax Wealth Advisors first reported a position in Kimball Electronics in Q4 2025 and held it in 2 quarters.
  • Sax Wealth Advisors's Kimball Electronics position peaked at $208K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.