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Bogart Wealth LLC’s Sterling Infrastructure STRL Stock Holding History

Bogart Wealth LLC’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 		$76.4K Buy
91
+2
+2% +$1.4K ﹤0.01% 444
2026
Q1 		$36.2K Hold
89
– – ﹤0.01% 579
2025
Q4 		$27.3K Hold
89
– – ﹤0.01% 608
2025
Q3 		$30.2K Buy
89
+75
+536% +$21.3K ﹤0.01% 558
2025
Q2 		$3.23K Hold
14
– – ﹤0.01% 1026
2025
Q1 		$1.58K Sell
14
-14
-50% -$1.97K ﹤0.01% 1108
2024
Q4 		$4.72K Buy
+28
New +$4.84K ﹤0.01% 893

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bogart Wealth LLC's STRL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Sterling Infrastructure (STRL) stake by 2.2% in Q2 2026, buying an estimated $1.4K and bringing the position to 91 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Bogart Wealth LLC first reported a position in STRL in Q4 2024 and has held it in 7 quarters since. 887 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Bogart Wealth LLC held 91 shares of Sterling Infrastructure worth $76.4K as of Q2 2026.
  • Bogart Wealth LLC bought 2 Sterling Infrastructure shares in Q2 2026, an estimated $1.4K.
  • Sterling Infrastructure made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #444 holding.
  • Bogart Wealth LLC first reported a position in Sterling Infrastructure in Q4 2024 and has held it in 7 quarters since.
  • 887 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.