Diversify Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Diversify 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
2026 Q2	$6.91M	Sell	10,892 -1,264	-10%	-$887K	0.12%	178
2026 Q1	$5.71M	Buy	12,156 +3,779	+45%	+$1.48M	0.1%	194
2025 Q4	$2.69M	Buy	8,377 +470	+6%	+$162K	0.13%	190
2025 Q3	$3.11M	Buy	7,907 +528	+7%	+$150K	0.18%	148
2025 Q2	$2.28M	Buy	7,379 +819	+12%	+$143K	0.14%	167
2025 Q1	$979K	Buy	6,560 +1,240	+23%	+$175K	0.07%	247
2024 Q4	$870K	Buy	5,320 +838	+19%	+$145K	0.07%	240
2024 Q3	$704K	Buy	4,482 +371	+9%	+$44.1K	0.07%	238
2024 Q2	$422K	Buy	+4,111	New	+$469K	0.05%	308

Other funds holding STRL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Diversify Wealth Management's STRL Position: Q2 2026 in Review

Diversify Wealth Management reduced its Sterling Infrastructure (STRL) stake by 10% in Q2 2026, selling an estimated $887K and leaving 10,892 shares worth $6.91M. The position accounts for 0.12% of the portfolio, ranked #178.

Diversify Wealth Management first reported a position in STRL in Q2 2024 and has held it in 9 quarters since. 887 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Diversify Wealth Management held 10,892 shares of Sterling Infrastructure worth $6.91M as of Q2 2026.
Diversify Wealth Management sold 1,264 Sterling Infrastructure shares in Q2 2026, an estimated $887K.
Sterling Infrastructure made up 0.12% of Diversify Wealth Management's portfolio in Q2 2026, its #178 holding.
Diversify Wealth Management first reported a position in Sterling Infrastructure in Q2 2024 and has held it in 9 quarters since.
887 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.