Elevation Wealth Partners
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Elevation Wealth Partners’s Sterling Infrastructure STRL Stock Holding History

Elevation Wealth Partners’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 		$848K Sell
1,725
-203
-11% -$114K 0.24% 56
2026
Q2 		$1.62M Sell
1,928
-414
-18% -$291K 0.48% 38
2026
Q1 		$954K Sell
2,342
-110
-4% -$43K 0.34% 45
2025
Q4 		$751K Sell
2,452
-1,118
-31% -$385K 0.27% 53
2025
Q3 		$1.21M Sell
3,570
-959
-21% -$272K 0.44% 41
2025
Q2 		$1.04M Sell
4,529
-1,169
-21% -$204K 0.41% 43
2025
Q1 		$645K Buy
5,698
+1,850
+48% +$260K 0.28% 59
2024
Q4 		$648K Sell
3,848
-40
-1% -$6.91K 0.27% 53
2024
Q3 		$564K Hold
3,888
– – 0.24% 65
2024
Q2 		$460K Hold
3,888
– – 0.22% 72
2024
Q1 		$429K Sell
3,888
-1,357
-26% -$123K 0.21% 73
2023
Q4 		$385K Buy
+5,245
New +$379K 0.23% 75

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Elevation Wealth Partners's STRL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Sterling Infrastructure (STRL) stake by 11% in Q3 2026, selling an estimated $114K and leaving 1,725 shares worth $848K. The position accounts for 0.24% of the portfolio, ranked #56.

Elevation Wealth Partners first reported a position in STRL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q2 2026. 204 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Elevation Wealth Partners held 1,725 shares of Sterling Infrastructure worth $848K as of Q3 2026.
  • Elevation Wealth Partners sold 203 Sterling Infrastructure shares in Q3 2026, an estimated $114K.
  • Sterling Infrastructure made up 0.24% of Elevation Wealth Partners's portfolio in Q3 2026, its #56 holding.
  • Elevation Wealth Partners first reported a position in Sterling Infrastructure in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Sterling Infrastructure position peaked at $1.62M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.