Action Point Financial Planning’s Sterling Infrastructure STRL Stock Holding History

Action Point Financial Planning’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
2026 Q2	$707K	Buy	+683	New	+$479K	0.07%	204

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Action Point Financial Planning's STRL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sterling Infrastructure (STRL) in Q2 2026: 683 shares worth $707K. The stake represents 0.07% of the portfolio and ranks #204 among its holdings.

879 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Action Point Financial Planning held 683 shares of Sterling Infrastructure worth $707K as of Q2 2026.
Sterling Infrastructure was a new Action Point Financial Planning position in Q2 2026.
Sterling Infrastructure made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #204 holding.
879 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.