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Arete Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

Arete Wealth Advisors’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
-594
Closed -$207K – 704
2025
Q3 		$207K Buy
+594
New +$169K 0.01% 714

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 $3.38T AUM 44.17% 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

Arete Wealth Advisors's STRL Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Sterling Infrastructure (STRL) in Q4 2025, closing a stake of 594 shares — an estimated $207K sold.

Arete Wealth Advisors first reported a position in STRL in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 639 funds tracked by Wall St. Rank hold STRL as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Sterling Infrastructure position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 594 Sterling Infrastructure shares in Q4 2025, an estimated $207K.
  • Arete Wealth Advisors first reported a position in Sterling Infrastructure in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Sterling Infrastructure position peaked at $207K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.