Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sterling Infrastructure STRL Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.07M Sell
5,080
-2
-0% -$782 0.01% 1181
2025
Q4 		$1.56M Sell
5,082
-12
-0.2% -$4.13K ﹤0.01% 1265
2025
Q3 		$1.73M Sell
5,094
-391
-7% -$111K 0.01% 1153
2025
Q2 		$1.27M Buy
5,485
+1,332
+32% +$233K ﹤0.01% 1143
2025
Q1 		$470K Buy
4,153
+56
+1% +$7.88K ﹤0.01% 1471
2024
Q4 		$690K Buy
4,097
+1,336
+48% +$231K ﹤0.01% 1263
2024
Q3 		$400K Sell
2,761
-469
-15% -$55.7K ﹤0.01% 1411
2024
Q2 		$382K Buy
3,230
+172
+6% +$19.6K ﹤0.01% 1292
2024
Q1 		$337K Sell
3,058
-222
-7% -$20.2K ﹤0.01% 1285
2023
Q4 		$288K Sell
3,280
-2,455
-43% -$177K ﹤0.01% 1272
2023
Q3 		$421K Buy
5,735
+350
+6% +$24.5K ﹤0.01% 1038
2023
Q2 		$300K Buy
5,385
+560
+12% +$24.8K ﹤0.01% 1109
2023
Q1 		$183K Buy
+4,825
New +$176K ﹤0.01% 1230

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STRL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sterling Infrastructure (STRL) stake by 0.04% in Q1 2026, selling an estimated $782 and leaving 5,080 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #1181.

Carson Wealth (CWM LLC) first reported a position in STRL in Q1 2023 and has held it in 13 quarters since. 707 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,080 shares of Sterling Infrastructure worth $2.07M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 Sterling Infrastructure shares in Q1 2026, an estimated $782.
  • Sterling Infrastructure made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1181 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sterling Infrastructure in Q1 2023 and has held it in 13 quarters since.
  • 707 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.