BSW Wealth Partners’s Sterling Infrastructure STRL Stock Holding History

BSW Wealth Partners’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	$1.48M	Hold	1,763	–	–	0.16%	77
2026 Q1	$718K	Hold	1,763	–	–	0.09%	135
2025 Q4	$540K	Sell	1,763 -105	-6%	-$36.2K	0.06%	173
2025 Q3	$635K	Hold	1,868	–	–	0.08%	144
2025 Q2	$431K	Hold	1,868	–	–	0.06%	188
2025 Q1	$211K	Sell	1,868 -822	-31%	-$116K	0.03%	287
2024 Q4	$453K	Hold	2,690	–	–	0.07%	176
2024 Q3	$390K	Sell	2,690 -2,680	-50%	-$318K	0.06%	192
2024 Q2	$635K	Hold	5,370	–	–	0.1%	109
2024 Q1	$592K	Hold	5,370	–	–	0.1%	118
2023 Q4	$472K	Hold	5,370	–	–	0.09%	129
2023 Q3	$395K	Hold	5,370	–	–	0.09%	131
2023 Q2	$300K	Hold	5,370	–	–	0.06%	185
2023 Q1	$203K	Buy	+5,370	New	+$196K	0.04%	293

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

BSW Wealth Partners's STRL Position: Q2 2026 in Review

BSW Wealth Partners held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 1,763 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #77.

BSW Wealth Partners first reported a position in STRL in Q1 2023 and has held it in 14 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

BSW Wealth Partners held 1,763 shares of Sterling Infrastructure worth $1.48M as of Q2 2026.
BSW Wealth Partners left its Sterling Infrastructure share count unchanged in Q2 2026.
Sterling Infrastructure made up 0.16% of BSW Wealth Partners's portfolio in Q2 2026, its #77 holding.
BSW Wealth Partners first reported a position in Sterling Infrastructure in Q1 2023 and has held it in 14 quarters since.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.