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EP Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

EP Wealth Advisors’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 		$1.85M Buy
2,202
+135
+7% +$94.7K 0.01% 598
2026
Q1 		$842K Buy
2,067
+1,310
+173% +$512K ﹤0.01% 697
2025
Q4 		$232K Buy
+757
New +$261K ﹤0.01% 1296

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EP Wealth Advisors's STRL Position: Q2 2026 in Review

EP Wealth Advisors increased its Sterling Infrastructure (STRL) stake by 6.5% in Q2 2026, buying an estimated $94.7K and bringing the position to 2,202 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #598.

EP Wealth Advisors first reported a position in STRL in Q4 2025 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • EP Wealth Advisors held 2,202 shares of Sterling Infrastructure worth $1.85M as of Q2 2026.
  • EP Wealth Advisors bought 135 Sterling Infrastructure shares in Q2 2026, an estimated $94.7K.
  • Sterling Infrastructure made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • EP Wealth Advisors first reported a position in Sterling Infrastructure in Q4 2025 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.