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Marshall & Sterling Wealth Advisors’s Innoviz Technologies INVZ Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304 Hold
400
– – ﹤0.01% 328
2026
Q1 		$253 Hold
400
– – ﹤0.01% 330
2025
Q4 		$341 Hold
400
– – ﹤0.01% 326
2025
Q3 		$816 Buy
+400
New +$681 ﹤0.01% 606

Other funds holding INVZ

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors held its Innoviz Technologies (INVZ) position steady in Q2 2026 at 400 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Marshall & Sterling Wealth Advisors first reported a position in INVZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $816 in Q3 2025. 8 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 400 shares of Innoviz Technologies worth $304 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Innoviz Technologies share count unchanged in Q2 2026.
  • Innoviz Technologies made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Innoviz Technologies in Q3 2025 and has held it in 4 quarters since.
  • Marshall & Sterling Wealth Advisors's Innoviz Technologies position peaked at $816 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

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