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Marshall & Sterling Wealth Advisors Inc. → BLK
Marshall & Sterling Wealth Advisors Inc. BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
7
Latest value
$1.1M
Q3 2026
Peak value
$923.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $923.9M |
| Q3 2025 | $5.5M |
| Q4 2025 | $934K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 13.6K | — | — |
| Q2 2026 | $1.1M | 13.5K | — | — |
| Q1 2026 | $1.1M | 13.3K | — | — |
| Q4 2025 | $934K | 11.3K | — | — |
| Q3 2025 | $5.5M | 130 | — | — |
| Q3 2025 | $923.9M | 11.1K | — | — |
| Q3 2025 | $1.3M | 46 | — | — |