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 $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 $653B AUM 32.41% 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