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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
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 $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors held its AdvanSix (ASIX) position steady in Q2 2026 at 2 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Marshall & Sterling Wealth Advisors first reported a position in ASIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $60 in Q4 2024. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 2 shares of AdvanSix worth $44 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its AdvanSix share count unchanged in Q2 2026.
  • AdvanSix made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in AdvanSix in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's AdvanSix position peaked at $60 in Q4 2024.
  • 256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

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