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Marshall & Sterling Wealth Advisors’s BILL Holdings BILL Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$688 – 633
2025
Q1 		$688 Buy
+15
New +$1.01K ﹤0.01% 606

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BILL Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 15 shares — an estimated $688 sold.

Marshall & Sterling Wealth Advisors first reported a position in BILL in Q1 2025 and held it in 1 quarter. The position peaked at $688 in Q1 2025. 369 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 15 BILL Holdings shares in Q2 2025, an estimated $688.
  • Marshall & Sterling Wealth Advisors first reported a position in BILL Holdings in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's BILL Holdings position peaked at $688 in Q1 2025.
  • 369 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.