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Aprio Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Aprio 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
Q4 		– Sell
-3,161
Closed -$1.07M – 561
2025
Q3 		$1.07M Hold
3,161
– – 0.11% 120
2025
Q2 		$729K Sell
3,161
-2
-0.1% -$349 0.08% 140
2025
Q1 		$358K Buy
3,163
+2
+0.1% +$282 0.04% 238
2024
Q4 		$532K Buy
3,161
+161
+5% +$27.8K 0.08% 130
2024
Q3 		$435K Buy
+3,000
New +$356K 0.07% 135

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Aprio Wealth Management's STRL Position: Q4 2025 in Review

Aprio Wealth Management sold out of Sterling Infrastructure (STRL) in Q4 2025, closing a stake of 3,161 shares — an estimated $1.07M sold.

Aprio Wealth Management first reported a position in STRL in Q3 2024 and held it in 5 quarters. The position peaked at $1.07M in Q3 2025. 638 funds tracked by Wall St. Rank hold STRL as of Q4 2025.

  • Aprio Wealth Management reported no remaining Sterling Infrastructure position as of Q4 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 3,161 Sterling Infrastructure shares in Q4 2025, an estimated $1.07M.
  • Aprio Wealth Management first reported a position in Sterling Infrastructure in Q3 2024 and held it in 5 quarters.
  • Aprio Wealth Management's Sterling Infrastructure position peaked at $1.07M in Q3 2025.
  • 638 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.