CWC Advisors’s Sterling Infrastructure STRL Stock Holding History

CWC Advisors’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	$465K	Buy	946 +6	+0.6%	+$3.38K	0.22%	101
2026 Q2	$789K	Sell	940 -866	-48%	-$608K	0.35%	71
2026 Q1	$736K	Sell	1,806 -63	-3%	-$24.6K	0.35%	69
2025 Q4	$572K	Sell	1,869 -2	-0.1%	-$689	0.28%	81
2025 Q3	$636K	Buy	1,871 +13	+0.7%	+$3.69K	0.31%	74
2025 Q2	$429K	Buy	1,858 +43	+2%	+$7.51K	0.22%	91
2025 Q1	$205K	Buy	1,815 +440	+32%	+$61.9K	0.12%	133
2024 Q4	$232K	Sell	1,375 -1,463	-52%	-$253K	0.23%	106
2024 Q3	$412K	Buy	+2,838	New	+$337K	0.41%	71

Other funds holding STRL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

CWC Advisors's STRL Position: Q3 2026 in Review

CWC Advisors increased its Sterling Infrastructure (STRL) stake by 0.64% in Q3 2026, buying an estimated $3.38K and bringing the position to 946 shares worth $465K. The position accounts for 0.22% of the portfolio, ranked #101.

CWC Advisors first reported a position in STRL in Q3 2024 and has held it in 9 quarters since. The position peaked at $789K in Q2 2026. 117 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

CWC Advisors held 946 shares of Sterling Infrastructure worth $465K as of Q3 2026.
CWC Advisors bought 6 Sterling Infrastructure shares in Q3 2026, an estimated $3.38K.
Sterling Infrastructure made up 0.22% of CWC Advisors's portfolio in Q3 2026, its #101 holding.
CWC Advisors first reported a position in Sterling Infrastructure in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Sterling Infrastructure position peaked at $789K in Q2 2026.
117 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.