Bell Investment Advisors’s Sterling Infrastructure STRL Stock Holding History

Bell Investment 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	$9.37K	Hold	23	–	–	﹤0.01%	703
2025 Q4	$7.04K	Buy	23 +14	+156%	+$4.82K	﹤0.01%	839
2025 Q3	$3.06K	Hold	9	–	–	﹤0.01%	1157
2025 Q2	$2.08K	Hold	9	–	–	﹤0.01%	1353
2025 Q1	$1.02K	Hold	9	–	–	﹤0.01%	1542
2024 Q4	$1.52K	Hold	9	–	–	﹤0.01%	1433
2024 Q3	$1.31K	Sell	9 -6	-40%	-$713	﹤0.01%	1511
2024 Q2	$1.78K	Sell	15 -1	-6%	-$114	﹤0.01%	1407
2024 Q1	$1.76K	Buy	16 +7	+78%	+$636	﹤0.01%	1412
2023 Q4	$792	Hold	9	–	–	﹤0.01%	1654
2023 Q3	$662	Buy	+9	New	+$630	﹤0.01%	1684

Other funds holding STRL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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