MSWA
VMRK

Marshall & Sterling Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-119
Closed -$7.7K – 434
2025
Q3 		$7.7K Buy
+119
New +$7.78K ﹤0.01% 407

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 119 shares — an estimated $7.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in VMRK in Q3 2025 and held it in 1 quarter. The position peaked at $7.7K in Q3 2025. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 119 Vivmark Residential shares in Q4 2025, an estimated $7.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vivmark Residential in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Vivmark Residential position peaked at $7.7K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

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