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Cherry Tree Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Cherry Tree 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 		$9.37K Hold
23
– – ﹤0.01% 434
2025
Q4 		$7.04K Hold
23
– – ﹤0.01% 460
2025
Q3 		$7.81K Hold
23
– – ﹤0.01% 437
2025
Q2 		$5.31K Hold
23
– – ﹤0.01% 470
2025
Q1 		$2.6K Buy
+23
New +$3.24K ﹤0.01% 607

Other funds holding STRL

BlackRock
BlackRock New York $5.72T 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

Cherry Tree Wealth Management's STRL Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Sterling Infrastructure (STRL) position steady in Q1 2026 at 23 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Cherry Tree Wealth Management first reported a position in STRL in Q1 2025 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

  • Cherry Tree Wealth Management held 23 shares of Sterling Infrastructure worth $9.37K as of Q1 2026.
  • Cherry Tree Wealth Management left its Sterling Infrastructure share count unchanged in Q1 2026.
  • Sterling Infrastructure made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Cherry Tree Wealth Management first reported a position in Sterling Infrastructure in Q1 2025 and has held it in 5 quarters since.
  • 701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.