Diversify Advisory Services’s Sterling Infrastructure STRL Stock Holding History

Diversify Advisory Services’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	$5.36M	Buy	12,019 +1,127	+10%	+$634K	0.08%	221
2026 Q2	$6.91M	Buy	+10,892	New	+$7.64M	0.12%	178
2026 Q1	–	Sell	-3,550	Closed	-$1.25M	–	782
2025 Q4	$1.25M	Buy	3,550 +263	+8%	+$90.6K	0.04%	340
2025 Q3	$1.29M	Buy	3,287 +458	+16%	+$130K	0.04%	302
2025 Q2	$872K	Buy	2,829 +210	+8%	+$36.7K	0.03%	363
2025 Q1	$391K	Buy	2,619 +904	+53%	+$127K	0.02%	410
2024 Q4	$280K	Sell	1,715 -199	-10%	-$34.4K	0.02%	500
2024 Q3	$307K	Buy	+1,914	New	+$227K	0.02%	495

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

CGH

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 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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services's STRL Position: Q3 2026 in Review

Diversify Advisory Services increased its Sterling Infrastructure (STRL) stake by 10% in Q3 2026, buying an estimated $634K and bringing the position to 12,019 shares worth $5.36M. The position accounts for 0.08% of the portfolio, ranked #221.

Diversify Advisory Services first reported a position in STRL in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.91M in Q2 2026. 116 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

Diversify Advisory Services held 12,019 shares of Sterling Infrastructure worth $5.36M as of Q3 2026.
Diversify Advisory Services bought 1,127 Sterling Infrastructure shares in Q3 2026, an estimated $634K.
Sterling Infrastructure made up 0.08% of Diversify Advisory Services's portfolio in Q3 2026, its #221 holding.
Diversify Advisory Services first reported a position in Sterling Infrastructure in Q3 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Sterling Infrastructure position peaked at $6.91M in Q2 2026.
116 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.