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Marshall & Sterling Wealth Advisors’s Live Nation Entertainment LYV Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49
Closed -$8.01K – 509
2025
Q3 		$8.01K Hold
49
– – 0.01% 396
2025
Q2 		$7.41K Hold
49
– – 0.01% 395
2025
Q1 		$6.4K Buy
+49
New +$6.69K ﹤0.01% 421

Other funds holding LYV

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LYV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Live Nation Entertainment (LYV) in Q4 2025, closing a stake of 49 shares — an estimated $8.01K sold.

Marshall & Sterling Wealth Advisors first reported a position in LYV in Q1 2025 and held it in 3 quarters. The position peaked at $8.01K in Q3 2025. 772 funds tracked by Wall St. Rank hold LYV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Live Nation Entertainment position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 49 Live Nation Entertainment shares in Q4 2025, an estimated $8.01K.
  • Marshall & Sterling Wealth Advisors first reported a position in Live Nation Entertainment in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Live Nation Entertainment position peaked at $8.01K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.