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Atria Wealth Solutions’s Sterling Infrastructure STRL Stock Holding History

Atria Wealth Solutions’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
Q2 		$633K Buy
+2,744
New +$479K 0.01% 817
2024
Q1 		– Sell
-4,081
Closed -$359K – 2060
2023
Q4 		$359K Sell
4,081
-275
-6% -$19.9K ﹤0.01% 1377
2023
Q3 		$320K Sell
4,356
-115
-3% -$8.05K ﹤0.01% 1376
2023
Q2 		$249K Buy
+4,471
New +$198K ﹤0.01% 1552

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Atria Wealth Solutions's STRL Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Sterling Infrastructure (STRL) in Q2 2025: 2,744 shares worth $633K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in STRL as recently as Q4 2023.

Atria Wealth Solutions first reported a position in STRL in Q2 2023 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold STRL as of Q2 2025.

  • Atria Wealth Solutions held 2,744 shares of Sterling Infrastructure worth $633K as of Q2 2025.
  • Sterling Infrastructure was a new Atria Wealth Solutions position in Q2 2025.
  • Sterling Infrastructure made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #817 holding.
  • Atria Wealth Solutions first reported a position in Sterling Infrastructure in Q2 2023 and has held it in 4 quarters since.
  • 517 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.