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Marshall & Sterling Wealth Advisors’s Zai Lab ZLAB Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio ZLAB Stock Details ZLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34
Closed -$1.15K – 643
2025
Q3 		$1.15K Hold
34
– – ﹤0.01% 583
2025
Q2 		$1.19K Hold
34
– – ﹤0.01% 573
2025
Q1 		$1.23K Buy
+34
New +$1.05K ﹤0.01% 570

Other funds holding ZLAB

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors sold out of Zai Lab (ZLAB) in Q4 2025, closing a stake of 34 shares — an estimated $1.15K sold.

Marshall & Sterling Wealth Advisors first reported a position in ZLAB in Q1 2025 and held it in 3 quarters. The position peaked at $1.23K in Q1 2025. 126 funds tracked by Wall St. Rank hold ZLAB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Zai Lab position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 34 Zai Lab shares in Q4 2025, an estimated $1.15K.
  • Marshall & Sterling Wealth Advisors first reported a position in Zai Lab in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Zai Lab position peaked at $1.23K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Zai Lab as of Q4 2025.

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