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Essential Partners’s Sterling Infrastructure STRL Stock Holding History

Essential 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 		$45.2K Buy
92
+29
+46% +$16.3K 0.02% 639
2026
Q2 		$52.9K Sell
63
-145
-70% -$102K 0.02% 594
2026
Q1 		$84.7K Hold
208
– – 0.03% 462
2025
Q4 		$63.7K Hold
208
– – 0.02% 553
2025
Q3 		$70.7K Hold
208
– – 0.02% 515
2025
Q2 		$48K Buy
+208
New +$36.3K 0.02% 489

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Essential Partners's STRL Position: Q3 2026 in Review

Essential Partners increased its Sterling Infrastructure (STRL) stake by 46% in Q3 2026, buying an estimated $16.3K and bringing the position to 92 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #639.

Essential Partners first reported a position in STRL in Q2 2025 and has held it in 6 quarters since. The position peaked at $84.7K in Q1 2026. 83 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Essential Partners held 92 shares of Sterling Infrastructure worth $45.2K as of Q3 2026.
  • Essential Partners bought 29 Sterling Infrastructure shares in Q3 2026, an estimated $16.3K.
  • Sterling Infrastructure made up 0.02% of Essential Partners's portfolio in Q3 2026, its #639 holding.
  • Essential Partners first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sterling Infrastructure position peaked at $84.7K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.