Creative Planning’s Sterling Infrastructure STRL Stock Holding History

Creative Planning’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	$11.6M	Buy	28,584 +7,776	+37%	+$3.04M	0.01%	624
2025 Q4	$6.37M	Buy	20,808 +3,945	+23%	+$1.36M	﹤0.01%	842
2025 Q3	$5.73M	Buy	16,863 +6,550	+64%	+$1.86M	﹤0.01%	790
2025 Q2	$2.38M	Buy	10,313 +3,130	+44%	+$546K	﹤0.01%	1200
2025 Q1	$813K	Sell	7,183 -914	-11%	-$129K	﹤0.01%	1883
2024 Q4	$1.36M	Buy	8,097 +3,410	+73%	+$589K	﹤0.01%	1408
2024 Q3	$680K	Buy	4,687 +1,634	+54%	+$194K	﹤0.01%	1840
2024 Q2	$361K	Buy	+3,053	New	+$348K	﹤0.01%	2204
2020 Q3	–	Sell	-10,000	Closed	-$105K	–	2260
2020 Q2	$105K	Hold	10,000	–	–	﹤0.01%	1653
2020 Q1	$95K	Hold	10,000	–	–	﹤0.01%	1541
2019 Q4	$141K	Hold	10,000	–	–	﹤0.01%	1710
2019 Q3	$132K	Sell	10,000 -750	-7%	-$9.18K	﹤0.01%	1683
2019 Q2	$144K	Hold	10,750	–	–	﹤0.01%	1692
2019 Q1	$135K	Hold	10,750	–	–	﹤0.01%	1656
2018 Q4	$117K	Buy	10,750 +750	+8%	+$9.12K	﹤0.01%	1610
2018 Q3	$143K	Hold	10,000	–	–	﹤0.01%	1733
2018 Q2	$130K	Hold	10,000	–	–	﹤0.01%	1722
2018 Q1	$115K	Sell	10,000 -1,000	-9%	-$13.2K	﹤0.01%	1724
2017 Q4	$179K	Hold	11,000	–	–	﹤0.01%	1636
2017 Q3	$168K	Buy	+11,000	New	+$139K	﹤0.01%	1643
2016 Q2	–	Sell	-500	Closed	-$3K	–	4512
2016 Q1	$3K	Sell	500 -1,000	-67%	-$5.03K	﹤0.01%	3839
2015 Q4	$9K	Buy	+1,500	New	+$7.61K	﹤0.01%	3369

Other funds holding STRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Creative Planning's STRL Position: Q1 2026 in Review

Creative Planning increased its Sterling Infrastructure (STRL) stake by 37% in Q1 2026, buying an estimated $3.04M and bringing the position to 28,584 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #624.

Creative Planning first reported a position in STRL in Q4 2015 and has held it in 22 quarters since. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

Creative Planning held 28,584 shares of Sterling Infrastructure worth $11.6M as of Q1 2026.
Creative Planning bought 7,776 Sterling Infrastructure shares in Q1 2026, an estimated $3.04M.
Sterling Infrastructure made up 0.01% of Creative Planning's portfolio in Q1 2026, its #624 holding.
Creative Planning first reported a position in Sterling Infrastructure in Q4 2015 and has held it in 22 quarters since.
701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.