Congress Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Congress 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
2025 Q2	$21.3M	Buy	92,177 +560	+0.6%	+$97.8K	0.21%	121
2025 Q1	$10.4M	Buy	91,617 +3,165	+4%	+$446K	0.12%	193
2024 Q4	$14.9M	Sell	88,452 -28,022	-24%	-$4.84M	0.2%	142
2024 Q3	$16.9M	Buy	116,474 +20,424	+21%	+$2.43M	0.23%	131
2024 Q2	$11.4M	Buy	96,050 +663	+0.7%	+$75.6K	0.18%	157
2024 Q1	$10.5M	Sell	95,387 -6,487	-6%	-$589K	0.18%	166
2023 Q4	$8.96M	Sell	101,874 -5,857	-5%	-$423K	0.16%	168
2023 Q3	$7.92M	Buy	107,731 +6,054	+6%	+$424K	0.16%	168
2023 Q2	$5.67M	Buy	+101,677	New	+$4.5M	0.13%	173

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Congress Wealth Management's STRL Position: Q2 2025 in Review

Congress Wealth Management increased its Sterling Infrastructure (STRL) stake by 0.61% in Q2 2025, buying an estimated $97.8K and bringing the position to 92,177 shares worth $21.3M. The position accounts for 0.21% of the portfolio, ranked #121.

Congress Wealth Management first reported a position in STRL in Q2 2023 and has held it in 9 quarters since. 517 funds tracked by Wall St. Rank hold STRL as of Q2 2025.

Congress Wealth Management held 92,177 shares of Sterling Infrastructure worth $21.3M as of Q2 2025.
Congress Wealth Management bought 560 Sterling Infrastructure shares in Q2 2025, an estimated $97.8K.
Sterling Infrastructure made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #121 holding.
Congress Wealth Management first reported a position in Sterling Infrastructure in Q2 2023 and has held it in 9 quarters since.
517 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.