Marshall & Sterling Wealth Advisors
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Marshall & Sterling Wealth Advisors’s AdvanSix ASIX Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36 Hold
2
– – ﹤0.01% 368
2026
Q2 		$44 Hold
2
– – ﹤0.01% 338
2026
Q1 		$54 Hold
2
– – ﹤0.01% 342
2025
Q4 		$38 Sell
2
-1
-33% -$17 ﹤0.01% 337
2025
Q3 		$42 Hold
3
– – ﹤0.01% 642
2025
Q2 		$51 Buy
3
+1
+50% +$23 ﹤0.01% 627
2025
Q1 		$48 Sell
2
-1
-33% -$28 ﹤0.01% 636
2024
Q4 		$60 Buy
+3
New +$91 ﹤0.01% 356

Other funds holding ASIX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Aegis Financial
Aegis Financial Mc Lean, Virginia $559M AUM 51.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ASIX Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors held its AdvanSix (ASIX) position steady in Q3 2026 at 2 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Marshall & Sterling Wealth Advisors first reported a position in ASIX in Q4 2024 and has held it in 8 quarters since. The position peaked at $60 in Q4 2024. 204 funds tracked by Wall St. Rank hold ASIX as of Q3 2026.

  • Marshall & Sterling Wealth Advisors held 2 shares of AdvanSix worth $36 as of Q3 2026.
  • Marshall & Sterling Wealth Advisors left its AdvanSix share count unchanged in Q3 2026.
  • AdvanSix made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #368 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in AdvanSix in Q4 2024 and has held it in 8 quarters since.
  • Marshall & Sterling Wealth Advisors's AdvanSix position peaked at $60 in Q4 2024.
  • 204 funds tracked by Wall St. Rank held AdvanSix as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.