MSWA
O icon

Marshall & Sterling Wealth Advisors’s Realty Income O Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-131
Closed -$7.96K – 535
2025
Q3 		$7.96K Hold
131
– – 0.01% 398
2025
Q2 		$7.55K Sell
131
-18
-12% -$1.02K 0.01% 392
2025
Q1 		$8.65K Buy
+149
New +$8.25K 0.01% 342

Other funds holding O

Vanguard Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 131 shares — an estimated $7.96K sold.

Marshall & Sterling Wealth Advisors first reported a position in O in Q1 2025 and held it in 3 quarters. The position peaked at $8.65K in Q1 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 131 Realty Income shares in Q4 2025, an estimated $7.96K.
  • Marshall & Sterling Wealth Advisors first reported a position in Realty Income in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Realty Income position peaked at $8.65K in Q1 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

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