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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
2026
Q1 		– Sell
-1,606
Closed -$492K – 690
2025
Q4 		$492K Buy
1,606
+1,012
+170% +$349K 0.03% 451
2025
Q3 		$207K Buy
+594
New +$169K 0.01% 714

Other funds holding STRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Arete Wealth Advisors's STRL Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Sterling Infrastructure (STRL) in Q1 2026, closing a stake of 1,606 shares — an estimated $492K sold.

Arete Wealth Advisors first reported a position in STRL in Q3 2025 and held it in 2 quarters. The position peaked at $492K in Q4 2025. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Sterling Infrastructure position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,606 Sterling Infrastructure shares in Q1 2026, an estimated $492K.
  • Arete Wealth Advisors first reported a position in Sterling Infrastructure in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Sterling Infrastructure position peaked at $492K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.