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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LPTH Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Lightpath Technologies (LPTH) position steady in Q1 2026 at 410 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Marshall & Sterling Wealth Advisors first reported a position in LPTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.43K in Q4 2025. 134 funds tracked by Wall St. Rank hold LPTH as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 410 shares of Lightpath Technologies worth $4.11K as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Lightpath Technologies share count unchanged in Q1 2026.
  • Lightpath Technologies made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #266 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Lightpath Technologies in Q3 2025 and has held it in 3 quarters since.
  • Marshall & Sterling Wealth Advisors's Lightpath Technologies position peaked at $4.43K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Lightpath Technologies as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.