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Marshall & Sterling Wealth Advisors’s EQT Corp EQT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-109
Closed -$6.36K – 657
2025
Q2 		$6.36K Hold
109
– – ﹤0.01% 440
2025
Q1 		$5.82K Buy
109
+74
+211% +$3.78K ﹤0.01% 438
2024
Q4 		$1.61K Buy
+35
New +$1.44K ﹤0.01% 315

Other funds holding EQT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EQT Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of EQT Corp (EQT) in Q3 2025, closing a stake of 109 shares — an estimated $6.36K sold.

Marshall & Sterling Wealth Advisors first reported a position in EQT in Q4 2024 and held it in 3 quarters. The position peaked at $6.36K in Q2 2025. 1,029 funds tracked by Wall St. Rank hold EQT as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining EQT Corp position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 109 EQT Corp shares in Q3 2025, an estimated $6.36K.
  • Marshall & Sterling Wealth Advisors first reported a position in EQT Corp in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's EQT Corp position peaked at $6.36K in Q2 2025.
  • 1,029 funds tracked by Wall St. Rank held EQT Corp as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.