Marshall & Sterling Wealth Advisors
LPTH icon

Marshall & Sterling Wealth Advisors’s Lightpath Technologies LPTH Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.82K Hold
370
– – ﹤0.01% 281
2026
Q2 		$6.05K Sell
370
-40
-10% -$558 ﹤0.01% 261
2026
Q1 		$4.11K Hold
410
– – ﹤0.01% 266
2025
Q4 		$4.43K Buy
410
+210
+105% +$1.7K ﹤0.01% 262
2025
Q3 		$1.59K Buy
+200
New +$892 ﹤0.01% 565

Other funds holding LPTH

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LPTH Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors held its Lightpath Technologies (LPTH) position steady in Q3 2026 at 370 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Marshall & Sterling Wealth Advisors first reported a position in LPTH in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.05K in Q2 2026. 64 funds tracked by Wall St. Rank hold LPTH as of Q3 2026.

  • Marshall & Sterling Wealth Advisors held 370 shares of Lightpath Technologies worth $3.82K as of Q3 2026.
  • Marshall & Sterling Wealth Advisors left its Lightpath Technologies share count unchanged in Q3 2026.
  • Lightpath Technologies made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #281 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Lightpath Technologies in Q3 2025 and has held it in 5 quarters since.
  • Marshall & Sterling Wealth Advisors's Lightpath Technologies position peaked at $6.05K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Lightpath Technologies as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.