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Avion Wealth’s Sterling Infrastructure STRL Stock Holding History

Avion Wealth’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
Q3 		$2K Sell
6
-2
-25% -$1.13K ﹤0.01% 1101
2026
Q2 		$6K Buy
8
+4
+100% +$2.81K ﹤0.01% 761
2026
Q1 		$1K Hold
4
– – ﹤0.01% 1141
2025
Q4 		$1K Hold
4
– – ﹤0.01% 1131
2025
Q3 		$1K Hold
4
– – ﹤0.01% 1103
2025
Q2 		$0 Buy
+4
New +$698 ﹤0.01% 1586

Other funds holding STRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth's STRL Position: Q3 2026 in Review

Avion Wealth reduced its Sterling Infrastructure (STRL) stake by 25% in Q3 2026, selling an estimated $1.13K and leaving 6 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Avion Wealth first reported a position in STRL in Q2 2025 and has held it in 6 quarters since. The position peaked at $6K in Q2 2026. 477 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Avion Wealth held 6 shares of Sterling Infrastructure worth $2K as of Q3 2026.
  • Avion Wealth sold 2 Sterling Infrastructure shares in Q3 2026, an estimated $1.13K.
  • Sterling Infrastructure made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1101 holding.
  • Avion Wealth first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 6 quarters since.
  • Avion Wealth's Sterling Infrastructure position peaked at $6K in Q2 2026.
  • 477 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.