Baron Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Baron 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
2026 Q2	$747K	Sell	890 -473	-35%	-$332K	0.19%	73
2026 Q1	$555K	Sell	1,363 -440	-24%	-$172K	0.17%	86
2025 Q4	$552K	Hold	1,803	–	–	0.17%	91
2025 Q3	$612K	Sell	1,803 -300	-14%	-$85.2K	0.2%	69
2025 Q2	$485K	Hold	2,103	–	–	0.17%	84
2025 Q1	$238K	Hold	2,103	–	–	0.1%	161
2024 Q4	$354K	Hold	2,103	–	–	0.17%	104
2024 Q3	$305K	Buy	+2,103	New	+$250K	0.15%	120

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Baron Wealth Management's STRL Position: Q2 2026 in Review

Baron Wealth Management reduced its Sterling Infrastructure (STRL) stake by 35% in Q2 2026, selling an estimated $332K and leaving 890 shares worth $747K. The position accounts for 0.19% of the portfolio, ranked #73.

Baron Wealth Management first reported a position in STRL in Q3 2024 and has held it in 8 quarters since. 886 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Baron Wealth Management held 890 shares of Sterling Infrastructure worth $747K as of Q2 2026.
Baron Wealth Management sold 473 Sterling Infrastructure shares in Q2 2026, an estimated $332K.
Sterling Infrastructure made up 0.19% of Baron Wealth Management's portfolio in Q2 2026, its #73 holding.
Baron Wealth Management first reported a position in Sterling Infrastructure in Q3 2024 and has held it in 8 quarters since.
886 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.