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Sax Wealth Advisors’s Ingevity NGVT Stock Holding History

Sax Wealth Advisors’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$490K Buy
+6,925
New +$500K 0.01% 450

Other funds holding NGVT

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in Ingevity (NGVT) in Q3 2026: 6,925 shares worth $490K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings.

22 funds tracked by Wall St. Rank hold NGVT as of Q3 2026.

  • Sax Wealth Advisors held 6,925 shares of Ingevity worth $490K as of Q3 2026.
  • Ingevity was a new Sax Wealth Advisors position in Q3 2026.
  • Ingevity made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #450 holding.
  • 22 funds tracked by Wall St. Rank held Ingevity as of Q3 2026.

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