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Marshall & Sterling Wealth Advisors’s Ferrari RACE Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$1.94K – 559
2025
Q3 		$1.94K Hold
4
– – ﹤0.01% 559
2025
Q2 		$1.96K Hold
4
– – ﹤0.01% 549
2025
Q1 		$1.71K Buy
+4
New +$1.8K ﹤0.01% 548

Other funds holding RACE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Ferrari (RACE) in Q4 2025, closing a stake of 4 shares — an estimated $1.94K sold.

Marshall & Sterling Wealth Advisors first reported a position in RACE in Q1 2025 and held it in 3 quarters. The position peaked at $1.96K in Q2 2025. 771 funds tracked by Wall St. Rank hold RACE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Ferrari position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Ferrari shares in Q4 2025, an estimated $1.94K.
  • Marshall & Sterling Wealth Advisors first reported a position in Ferrari in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Ferrari position peaked at $1.96K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Ferrari as of Q4 2025.

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