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Marshall & Sterling Wealth Advisors’s Aecom ACM Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23K Hold
330
– – 0.01% 198
2026
Q1 		$28K Hold
330
– – 0.02% 182
2025
Q4 		$31.5K Hold
330
– – 0.02% 170
2025
Q3 		$43.1K Hold
330
– – 0.03% 188
2025
Q2 		$37.2K Sell
330
-127
-28% -$13.2K 0.03% 193
2025
Q1 		$42.4K Buy
457
+127
+38% +$12.9K 0.03% 175
2024
Q4 		$35.3K Buy
+330
New +$36K 0.02% 158

Other funds holding ACM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors held its Aecom (ACM) position steady in Q2 2026 at 330 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #198.

Marshall & Sterling Wealth Advisors first reported a position in ACM in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.1K in Q3 2025. 83 funds tracked by Wall St. Rank hold ACM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 330 shares of Aecom worth $23K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Aecom share count unchanged in Q2 2026.
  • Aecom made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Aecom in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Aecom position peaked at $43.1K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Aecom as of Q2 2026.

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