1WM
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1858 Wealth Management’s Sterling Infrastructure STRL Stock Holding History

1858 Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,072
Closed -$686K – 132
2024
Q4 		$686K Buy
+4,072
New +$703K 0.54% 55

Other funds holding STRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

1858 Wealth Management's STRL Position: Q1 2025 in Review

1858 Wealth Management sold out of Sterling Infrastructure (STRL) in Q1 2025, closing a stake of 4,072 shares — an estimated $686K sold.

1858 Wealth Management first reported a position in STRL in Q4 2024 and held it in 1 quarter. The position peaked at $686K in Q4 2024. 435 funds tracked by Wall St. Rank hold STRL as of Q1 2025.

  • 1858 Wealth Management reported no remaining Sterling Infrastructure position as of Q1 2025 after selling out during the quarter.
  • 1858 Wealth Management sold 4,072 Sterling Infrastructure shares in Q1 2025, an estimated $686K.
  • 1858 Wealth Management first reported a position in Sterling Infrastructure in Q4 2024 and held it in 1 quarter.
  • 1858 Wealth Management's Sterling Infrastructure position peaked at $686K in Q4 2024.
  • 435 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2025.

Based on 1858 Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.