MSWA
AVB

Marshall & Sterling Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-45
Closed -$8.69K – 366
2025
Q3 		$8.69K Buy
45
+42
+1,400% +$8.18K 0.01% 379
2025
Q2 		$611 Sell
3
-35
-92% -$7.16K ﹤0.01% 599
2025
Q1 		$8.16K Buy
+38
New +$8.25K 0.01% 360

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of AvalonBay Communities (AVB) in Q4 2025, closing a stake of 45 shares — an estimated $8.69K sold.

Marshall & Sterling Wealth Advisors first reported a position in AVB in Q1 2025 and held it in 3 quarters. The position peaked at $8.69K in Q3 2025. 749 funds tracked by Wall St. Rank hold AVB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining AvalonBay Communities position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 45 AvalonBay Communities shares in Q4 2025, an estimated $8.69K.
  • Marshall & Sterling Wealth Advisors first reported a position in AvalonBay Communities in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's AvalonBay Communities position peaked at $8.69K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2025.

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