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Marshall & Sterling Wealth Advisors’s Targa Resources TRGP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37
Closed -$6.2K – 598
2025
Q3 		$6.2K Sell
37
-13
-26% -$2.17K ﹤0.01% 458
2025
Q2 		$8.7K Hold
50
– – 0.01% 361
2025
Q1 		$10K Buy
+50
New +$9.93K 0.01% 318

Other funds holding TRGP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Targa Resources (TRGP) in Q4 2025, closing a stake of 37 shares — an estimated $6.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in TRGP in Q1 2025 and held it in 3 quarters. The position peaked at $10K in Q1 2025. 957 funds tracked by Wall St. Rank hold TRGP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Targa Resources position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 37 Targa Resources shares in Q4 2025, an estimated $6.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Targa Resources in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Targa Resources position peaked at $10K in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Targa Resources as of Q4 2025.

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