MSWA
AEVA

Marshall & Sterling Wealth Advisors’s Aeva Technologies AEVA Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AEVA Stock Details AEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$664 – 345
2025
Q4 		$664 Buy
+50
New +$712 ﹤0.01% 316

Other funds holding AEVA

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $127M AUM 217.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
DGM
Delta Global Management New York $1.22B AUM 34.86% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AEVA Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Aeva Technologies (AEVA) in Q1 2026, closing a stake of 50 shares — an estimated $664 sold.

Marshall & Sterling Wealth Advisors first reported a position in AEVA in Q4 2025 and held it in 1 quarter. The position peaked at $664 in Q4 2025. 154 funds tracked by Wall St. Rank hold AEVA as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Aeva Technologies position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 50 Aeva Technologies shares in Q1 2026, an estimated $664.
  • Marshall & Sterling Wealth Advisors first reported a position in Aeva Technologies in Q4 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Aeva Technologies position peaked at $664 in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.