BBPWM
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Blue Bell Private Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Blue Bell Private 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
Q1 		$87.2K Buy
214
+12
+6% +$4.69K 0.01% 353
2025
Q4 		$61.9K Buy
202
+23
+13% +$7.92K 0.01% 385
2025
Q3 		$60.8K Buy
179
+91
+103% +$25.8K 0.01% 377
2025
Q2 		$20.3K Buy
88
+22
+33% +$3.84K ﹤0.01% 472
2025
Q1 		$7.47K Buy
+66
New +$9.29K ﹤0.01% 538
2023
Q2 		– Sell
-50
Closed -$1.89K – 693
2023
Q1 		$1.89K Hold
50
– – ﹤0.01% 554
2022
Q4 		$1.64K Hold
50
– – ﹤0.01% 586
2022
Q3 		$1K Hold
50
– – ﹤0.01% 712
2022
Q2 		$1K Sell
50
-50
-50% -$1.2K ﹤0.01% 764
2022
Q1 		$3K Hold
100
– – ﹤0.01% 646
2021
Q4 		$3K Buy
+100
New +$2.57K ﹤0.01% 633

Other funds holding STRL

BlackRock
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
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