SOA Wealth Advisors’s Fastenal FAST Stock Holding History

SOA Wealth Advisors’s Portfolio FAST Stock Details FAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.1K	Buy	689 +78	+13%	+$3.54K	0.01%	451
2026 Q1	$28.4K	Hold	611	–	–	0.01%	449
2025 Q4	$24.5K	Hold	611	–	–	﹤0.01%	474
2025 Q3	$30K	Buy	611 +255	+72%	+$12K	0.01%	452
2025 Q2	$15K	Hold	356	–	–	﹤0.01%	552
2025 Q1	$13.8K	Hold	356	–	–	﹤0.01%	525
2024 Q4	$12.8K	Hold	356	–	–	﹤0.01%	523
2024 Q3	$12.7K	Hold	356	–	–	﹤0.01%	511
2024 Q2	$11.2K	Hold	356	–	–	﹤0.01%	521
2024 Q1	$13.7K	Hold	356	–	–	﹤0.01%	496
2023 Q4	$11.5K	Hold	356	–	–	﹤0.01%	507
2023 Q3	$9.73K	Buy	+356	New	+$10.1K	﹤0.01%	524
2022 Q2	–	Sell	-12	Closed	–	–	872
2022 Q1	$0	Hold	12	–	–	﹤0.01%	930
2021 Q4	$0	Hold	12	–	–	﹤0.01%	906
2021 Q3	$0	Hold	12	–	–	﹤0.01%	920
2021 Q2	$0	Hold	12	–	–	﹤0.01%	891
2021 Q1	$0	Sell	12 -116	-91%	-$2.77K	﹤0.01%	839
2020 Q4	$3K	Buy	+128	New	+$3.01K	﹤0.01%	661

Other funds holding FAST

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOA Wealth Advisors's FAST Position: Q2 2026 in Review

SOA Wealth Advisors increased its Fastenal (FAST) stake by 13% in Q2 2026, buying an estimated $3.54K and bringing the position to 689 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #451.

SOA Wealth Advisors first reported a position in FAST in Q4 2020 and has held it in 18 quarters since. 291 funds tracked by Wall St. Rank hold FAST as of Q2 2026.

SOA Wealth Advisors held 689 shares of Fastenal worth $33.1K as of Q2 2026.
SOA Wealth Advisors bought 78 Fastenal shares in Q2 2026, an estimated $3.54K.
Fastenal made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #451 holding.
SOA Wealth Advisors first reported a position in Fastenal in Q4 2020 and has held it in 18 quarters since.
291 funds tracked by Wall St. Rank held Fastenal as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.