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Marshall & Sterling Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-103
Closed -$9.11K – 524
2025
Q3 		$9.11K Hold
103
– – 0.01% 367
2025
Q2 		$9.21K Hold
103
– – 0.01% 345
2025
Q1 		$7.81K Buy
+103
New +$8.11K 0.01% 370

Other funds holding NDAQ

Vanguard Group
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IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 103 shares — an estimated $9.11K sold.

Marshall & Sterling Wealth Advisors first reported a position in NDAQ in Q1 2025 and held it in 3 quarters. The position peaked at $9.21K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 103 Nasdaq shares in Q4 2025, an estimated $9.11K.
  • Marshall & Sterling Wealth Advisors first reported a position in Nasdaq in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Nasdaq position peaked at $9.21K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

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