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Marshall & Sterling Wealth Advisors’s American Battery Technology Co ABAT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio ABAT Stock Details ABAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.58K Hold
1,264
– – ﹤0.01% 285
2026
Q1 		$3.53K Hold
1,264
– – ﹤0.01% 272
2025
Q4 		$4.22K Hold
1,264
– – ﹤0.01% 264
2025
Q3 		$6.14K Hold
1,264
– – ﹤0.01% 463
2025
Q2 		$2.05K Hold
1,264
– – ﹤0.01% 543
2025
Q1 		$1.3K Hold
1,264
– – ﹤0.01% 566
2024
Q4 		$3.11K Buy
+1,264
New +$1.42K ﹤0.01% 284

Other funds holding ABAT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ABAT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its American Battery Technology Co (ABAT) position steady in Q2 2026 at 1,264 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Marshall & Sterling Wealth Advisors first reported a position in ABAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.14K in Q3 2025. 22 funds tracked by Wall St. Rank hold ABAT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,264 shares of American Battery Technology Co worth $3.58K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its American Battery Technology Co share count unchanged in Q2 2026.
  • American Battery Technology Co made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in American Battery Technology Co in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's American Battery Technology Co position peaked at $6.14K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held American Battery Technology Co as of Q2 2026.

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