SWA
NXH

Sax Wealth Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

Sax Wealth Advisors’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.2K Sell
14,924
-4,869
-25% -$26.7K ﹤0.01% 536
2026
Q1 		$108K Hold
19,793
– – 0.01% 480
2025
Q4 		$108K Sell
19,793
-1,979
-9% -$14.4K 0.01% 486
2025
Q3 		$194K Buy
+21,772
New +$180K 0.01% 430

Other funds holding NXH

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Sax Wealth Advisors reduced its Neighborhood Intelligence Inc (NXH) stake by 25% in Q2 2026, selling an estimated $26.7K and leaving 14,924 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Sax Wealth Advisors first reported a position in NXH in Q3 2025 and has held it in 4 quarters since. The position peaked at $194K in Q3 2025. 191 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

  • Sax Wealth Advisors held 14,924 shares of Neighborhood Intelligence Inc worth $69.2K as of Q2 2026.
  • Sax Wealth Advisors sold 4,869 Neighborhood Intelligence Inc shares in Q2 2026, an estimated $26.7K.
  • Neighborhood Intelligence Inc made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #536 holding.
  • Sax Wealth Advisors first reported a position in Neighborhood Intelligence Inc in Q3 2025 and has held it in 4 quarters since.
  • Sax Wealth Advisors's Neighborhood Intelligence Inc position peaked at $194K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2026.

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