Forum Financial Management’s Sterling Infrastructure STRL Stock Holding History

Forum Financial 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	$305K	Buy	+363	New	+$255K	﹤0.01%	273
2026 Q1	–	Sell	-1,334	Closed	-$409K	–	903
2025 Q4	$409K	Hold	1,334	–	–	0.01%	586
2025 Q3	$453K	Buy	1,334 +2	+0.2%	+$568	0.01%	507
2025 Q2	$307K	Buy	+1,332	New	+$233K	﹤0.01%	655
2025 Q1	–	Sell	-1,330	Closed	-$224K	–	928
2024 Q4	$224K	Buy	+1,330	New	+$230K	﹤0.01%	785

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

Forum Financial Management's STRL Position: Q2 2026 in Review

Forum Financial Management opened a new position in Sterling Infrastructure (STRL) in Q2 2026: 363 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in STRL as recently as Q4 2025.

Forum Financial Management first reported a position in STRL in Q4 2024 and has held it in 5 quarters since. The position peaked at $453K in Q3 2025. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Forum Financial Management held 363 shares of Sterling Infrastructure worth $305K as of Q2 2026.
Sterling Infrastructure was a new Forum Financial Management position in Q2 2026.
Sterling Infrastructure made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #273 holding.
Forum Financial Management first reported a position in Sterling Infrastructure in Q4 2024 and has held it in 5 quarters since.
Forum Financial Management's Sterling Infrastructure position peaked at $453K in Q3 2025.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.