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Marshall & Sterling Wealth Advisors’s Best Buy BBY Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$756 – 371
2025
Q3 		$756 Buy
10
+2
+25% +$143 ﹤0.01% 609
2025
Q2 		$538 Sell
8
-56
-88% -$3.8K ﹤0.01% 604
2025
Q1 		$4.71K Buy
+64
New +$5.28K ﹤0.01% 484

Other funds holding BBY

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Best Buy (BBY) in Q4 2025, closing a stake of 10 shares — an estimated $756 sold.

Marshall & Sterling Wealth Advisors first reported a position in BBY in Q1 2025 and held it in 3 quarters. The position peaked at $4.71K in Q1 2025. 913 funds tracked by Wall St. Rank hold BBY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Best Buy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 10 Best Buy shares in Q4 2025, an estimated $756.
  • Marshall & Sterling Wealth Advisors first reported a position in Best Buy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Best Buy position peaked at $4.71K in Q1 2025.
  • 913 funds tracked by Wall St. Rank held Best Buy as of Q4 2025.

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