Marshall & Sterling Wealth Advisors’s Trulieve Cannabis Corp TRLV Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio TRLV Stock Details TRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492	Buy	+50	New	+$482	﹤0.01%	318

Other funds holding TRLV

Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Chiron Capital Management Tallahassee, Florida $111M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TRLV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in Trulieve Cannabis Corp (TRLV) in Q2 2026: 50 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings.

15 funds tracked by Wall St. Rank hold TRLV as of Q2 2026.

Marshall & Sterling Wealth Advisors held 50 shares of Trulieve Cannabis Corp worth $492 as of Q2 2026.
Trulieve Cannabis Corp was a new Marshall & Sterling Wealth Advisors position in Q2 2026.
Trulieve Cannabis Corp made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #318 holding.
15 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.