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Marshall & Sterling Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,725
Closed -$44.7K – 361
2025
Q3 		$44.7K Hold
3,725
– – 0.03% 185
2025
Q2 		$43.5K Buy
3,725
+1
+0% +$12 0.03% 179
2025
Q1 		$48.1K Sell
3,724
-2,301
-38% -$33.6K 0.03% 160
2024
Q4 		$92.5K Buy
+6,025
New +$93.3K 0.06% 101

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's APLE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2025, closing a stake of 3,725 shares — an estimated $44.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in APLE in Q4 2024 and held it in 4 quarters. The position peaked at $92.5K in Q4 2024. 337 funds tracked by Wall St. Rank hold APLE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 3,725 Apple Hospitality REIT shares in Q4 2025, an estimated $44.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Apple Hospitality REIT in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Apple Hospitality REIT position peaked at $92.5K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.