Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

FAST holding history

Fastenal Co in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FAST overview All 13F holders of FAST Full Q2 2026 holdings

Shares (Q2 2026): 83,336
Value: $4.00M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of FAST by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,336	$4.00M	0.3%	−807−1.0%	Reduced	Holders
Q1 2026	84,143	$3.90M	0.4%	−274−0.3%	Reduced	Holders
Q4 2025	84,417	$3.39M	0.3%	+2,072+2.5%	Added	Holders
Q3 2025	82,345	$4.04M	0.4%	−7,773−8.6%	Reduced	Holders
Q2 2025	90,118	$3.78M	0.4%	−2,026−2.2%	ReducedConverted for a 2-for-1 split	Holders
Q1 2025	46,072	$3.57M	0.3%	00.0%	Unchanged	Holders
Q4 2024	46,072	$3.31M	0.3%	−1,628−3.4%	Reduced	Holders
Q3 2024	47,700	$3.41M	0.3%	−235−0.5%	Reduced	Holders
Q2 2024	47,935	$3.01M	0.3%	−532−1.1%	Reduced	Holders
Q1 2024	48,467	$3.74M	0.4%	−5,062−9.5%	Reduced	Holders
Q4 2023	53,529	$3.47M	0.4%	−2,727−4.8%	Reduced	Holders
Q3 2023	56,256	$3.07M	0.4%	−2,647−4.5%	Reduced	Holders
Q2 2023	58,903	$3.47M	0.4%	00.0%	Unchanged	Holders
Q1 2023	58,903	$3.18M	0.4%	−2,032−3.3%	Reduced	Holders
Q4 2022	60,935	$2.88M	0.4%	−1,366−2.2%	Reduced	Holders
Q3 2022	62,301	$2.87M	0.4%	−1,608−2.5%	Reduced	Holders
Q2 2022	63,909	$3.19M	0.5%	00.0%	Unchanged	Holders
Q1 2022	63,909	$3.80M	0.5%	+6,428+11.2%	Added	Holders
Q4 2021	57,481	$3.68M	0.4%	+52,683+1,098.0%	Added	Holders
Q3 2021	4,798	$248.0K	<0.1%	−53,179−91.7%	Reduced	Holders
Q2 2021	57,977	$3.02M	0.4%	+530+0.9%	Added	Holders
Q1 2021	57,447	$2.89M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.