EverSource Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

EverSource 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	$107K	Sell	127 -11	-8%	-$7.72K	﹤0.01%	1353
2026 Q1	$56.2K	Buy	138 +31	+29%	+$12.1K	﹤0.01%	1800
2025 Q4	$32.8K	Buy	107 +27	+34%	+$9.3K	﹤0.01%	2041
2025 Q3	$27.2K	Sell	80 -1	-1%	-$284	﹤0.01%	2130
2025 Q2	$18.7K	Buy	81 +16	+25%	+$2.79K	﹤0.01%	2349
2025 Q1	$7.36K	Buy	65 +37	+132%	+$5.21K	﹤0.01%	2292
2024 Q4	$4.72K	Buy	+28	New	+$4.84K	﹤0.01%	2372
2023 Q3	–	Sell	-50	Closed	-$2.79K	–	2651
2023 Q2	$2.79K	Sell	50 -100	-67%	-$4.43K	﹤0.01%	1942
2023 Q1	$5.68K	Hold	150	–	–	﹤0.01%	1599
2022 Q4	$4.92K	Sell	150 -43	-22%	-$1.26K	﹤0.01%	1606
2022 Q3	$4K	Buy	193 +43	+29%	+$1.03K	﹤0.01%	1475
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	1435
2022 Q1	$4K	Buy	+150	New	+$4.19K	﹤0.01%	1361

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Sterling Infrastructure (STRL) stake by 8% in Q2 2026, selling an estimated $7.72K and leaving 127 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

EverSource Wealth Advisors first reported a position in STRL in Q1 2022 and has held it in 13 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

EverSource Wealth Advisors held 127 shares of Sterling Infrastructure worth $107K as of Q2 2026.
EverSource Wealth Advisors sold 11 Sterling Infrastructure shares in Q2 2026, an estimated $7.72K.
Sterling Infrastructure made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1353 holding.
EverSource Wealth Advisors first reported a position in Sterling Infrastructure in Q1 2022 and has held it in 13 quarters since.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.