Sax Wealth Advisors
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Sax Wealth Advisors’s ePlus PLUS Stock Holding History

Sax Wealth Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$257K Buy
+2,858
New +$255K 0.01% 631

Other funds holding PLUS

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in ePlus (PLUS) in Q3 2026: 2,858 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings.

55 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Sax Wealth Advisors held 2,858 shares of ePlus worth $257K as of Q3 2026.
  • ePlus was a new Sax Wealth Advisors position in Q3 2026.
  • ePlus made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #631 holding.
  • 55 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

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