SWA
MWH icon

Sax Wealth Advisors’s SOLV Energy Inc MWH Stock Holding History

Sax Wealth Advisors’s Portfolio MWH Stock Details MWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$354K Buy
+14,740
New +$407K 0.01% 533

Other funds holding MWH

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Sax Wealth Advisors's MWH Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in SOLV Energy Inc (MWH) in Q3 2026: 14,740 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings.

9 funds tracked by Wall St. Rank hold MWH as of Q3 2026.

  • Sax Wealth Advisors held 14,740 shares of SOLV Energy Inc worth $354K as of Q3 2026.
  • SOLV Energy Inc was a new Sax Wealth Advisors position in Q3 2026.
  • SOLV Energy Inc made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #533 holding.
  • 9 funds tracked by Wall St. Rank held SOLV Energy Inc as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.