Empirical Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Empirical 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	$727K	Sell	866 -90	-9%	-$63.2K	0.01%	512
2026 Q1	$389K	Buy	956 +299	+46%	+$117K	0.01%	679
2025 Q4	$201K	Buy	+657	New	+$226K	﹤0.01%	864
2025 Q1	–	Sell	-4,187	Closed	-$705K	–	713
2024 Q4	$705K	Sell	4,187 -480	-10%	-$82.9K	0.02%	324
2024 Q3	$677K	Buy	4,667 +1,847	+65%	+$219K	0.02%	330
2024 Q2	$334K	Buy	2,820 +564	+25%	+$64.3K	0.01%	433
2024 Q1	$249K	Buy	+2,256	New	+$205K	0.01%	470

Other funds holding STRL

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CAM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Empirical Wealth Management reduced its Sterling Infrastructure (STRL) stake by 9.4% in Q2 2026, selling an estimated $63.2K and leaving 866 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #512.

Empirical Wealth Management first reported a position in STRL in Q1 2024 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Empirical Wealth Management held 866 shares of Sterling Infrastructure worth $727K as of Q2 2026.
Empirical Wealth Management sold 90 Sterling Infrastructure shares in Q2 2026, an estimated $63.2K.
Sterling Infrastructure made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #512 holding.
Empirical Wealth Management first reported a position in Sterling Infrastructure in Q1 2024 and has held it in 7 quarters since.
354 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.