MSWA
AWP

Marshall & Sterling Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Sell
40,510
-377
-0.9% -$4.43K 0.28% 67
2026
Q1 		$452K Sell
40,887
-3,364
-8% -$39.8K 0.3% 62
2025
Q4 		$510K Sell
44,251
-2,313
-5% -$27K 0.34% 56
2025
Q3 		$554K Sell
46,564
-1,561
-3% -$18.4K 0.36% 53
2025
Q2 		$572K Sell
48,125
-5,609
-10% -$64.8K 0.39% 47
2025
Q1 		$625K Buy
53,734
+4,681
+10% +$55.1K 0.43% 44
2024
Q4 		$568K Buy
+49,053
New +$626K 0.39% 49

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors reduced its abrdn Global Premier Properties Fund (AWP) stake by 0.92% in Q2 2026, selling an estimated $4.43K and leaving 40,510 shares worth $480K. The position accounts for 0.28% of the portfolio, ranked #67.

Marshall & Sterling Wealth Advisors first reported a position in AWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q1 2025. 80 funds tracked by Wall St. Rank hold AWP as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 40,510 shares of abrdn Global Premier Properties Fund worth $480K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 377 abrdn Global Premier Properties Fund shares in Q2 2026, an estimated $4.43K.
  • abrdn Global Premier Properties Fund made up 0.28% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $625K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2026.

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