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Marshall & Sterling Wealth Advisors’s Viper Energy VNOM Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24
Closed -$1.07K – 683
2025
Q1 		$1.07K Sell
24
-10
-29% -$471 ﹤0.01% 579
2024
Q4 		$1.63K Buy
+34
New +$1.75K ﹤0.01% 314

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VNOM Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Viper Energy (VNOM) in Q2 2025, closing a stake of 24 shares — an estimated $1.07K sold.

Marshall & Sterling Wealth Advisors first reported a position in VNOM in Q4 2024 and held it in 2 quarters. The position peaked at $1.63K in Q4 2024. 363 funds tracked by Wall St. Rank hold VNOM as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Viper Energy position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 24 Viper Energy shares in Q2 2025, an estimated $1.07K.
  • Marshall & Sterling Wealth Advisors first reported a position in Viper Energy in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Viper Energy position peaked at $1.63K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Viper Energy as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.