Cornerstone Planning Group
STRL icon

Cornerstone Planning Group’s Sterling Infrastructure STRL Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-18
Closed -$12.9K – 1494
2026
Q2 		$12.9K Sell
18
-8
-31% -$5.62K ﹤0.01% 809
2026
Q1 		$21K Hold
26
– – ﹤0.01% 655
2025
Q4 		$9.7K Buy
26
+18
+225% +$6.2K ﹤0.01% 808
2025
Q3 		$200 Buy
8
+4
+100% +$1.14K ﹤0.01% 1610
2025
Q2 		$1.19K Hold
4
– – ﹤0.01% 1073
2025
Q1 		$560 Hold
4
– – ﹤0.01% 1265
2024
Q4 		$572 Hold
4
– – ﹤0.01% 1099
2024
Q3 		$625 Buy
+4
New +$475 ﹤0.01% 1041

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
CMG Global Holdings
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

Cornerstone Planning Group's STRL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Sterling Infrastructure (STRL) in Q3 2026, closing a stake of 18 shares — an estimated $12.9K sold.

Cornerstone Planning Group first reported a position in STRL in Q3 2024 and held it in 8 quarters. The position peaked at $21K in Q1 2026. 169 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Sterling Infrastructure position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 18 Sterling Infrastructure shares in Q3 2026, an estimated $12.9K.
  • Cornerstone Planning Group first reported a position in Sterling Infrastructure in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Sterling Infrastructure position peaked at $21K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.