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 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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Elevation Wealth Partners's STRL Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Sterling Infrastructure (STRL) stake by 18% in Q2 2026, selling an estimated $291K and leaving 1,928 shares worth $1.62M. The position accounts for 0.48% of the portfolio, ranked #38.

Elevation Wealth Partners first reported a position in STRL in Q4 2023 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Elevation Wealth Partners held 1,928 shares of Sterling Infrastructure worth $1.62M as of Q2 2026.
Elevation Wealth Partners sold 414 Sterling Infrastructure shares in Q2 2026, an estimated $291K.
Sterling Infrastructure made up 0.48% of Elevation Wealth Partners's portfolio in Q2 2026, its #38 holding.
Elevation Wealth Partners first reported a position in Sterling Infrastructure in Q4 2023 and has held it in 11 quarters since.
129 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.