Sax Wealth Advisors
RNW icon

Sax Wealth Advisors’s ReNew RNW Stock Holding History

Sax Wealth Advisors’s Portfolio RNW Stock Details RNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$277K Buy
+40,562
New +$265K 0.01% 604

Other funds holding RNW

PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in ReNew (RNW) in Q3 2026: 40,562 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings.

12 funds tracked by Wall St. Rank hold RNW as of Q3 2026.

  • Sax Wealth Advisors held 40,562 shares of ReNew worth $277K as of Q3 2026.
  • ReNew was a new Sax Wealth Advisors position in Q3 2026.
  • ReNew made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #604 holding.
  • 12 funds tracked by Wall St. Rank held ReNew as of Q3 2026.

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