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Marshall & Sterling Wealth Advisors Inc. → CGC

Marshall & Sterling Wealth Advisors Inc. CGC Position History

Canopy Growth Corporation • Healthcare

Quarters held
5
Latest value
$138
Q3 2026
Peak value
$225K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$225K
Q4 2025$176
Q1 2026$147
Q2 2026$147
Q3 2026$138

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$138154——
Q2 2026$147154——
Q1 2026$147154——
Q4 2025$176154——
Q3 2025$225K155——

Other funds holding CGC

Other Marshall & Sterling Wealth Advisors Inc. positions

BTCW

WISDOMTREE US

$1.6B
NSC

NORFOLK SOUTHERN

$1.3B
VGES

VANGUARD INFORMATION

$1.2B
VGES

VANGUARD INTERMEDIATE

$1B
PG

PROCTER & GAMBLE

$991.5M
BLK

ISHARES 1-3YR

$923.9M
HODL

VANECK MORNINGSTAR

$735.5M
AMGN

U S TREASURY

$720.1M
Marshall & Sterling Wealth Advisors Inc. CGC Holdings: 13F Position History | Track13F