Forvis Mazars Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

Forvis Mazars 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
2025 Q3	–	Sell	-12,316	Closed	-$2.84M	–	414
2025 Q2	$2.84M	Sell	12,316 -4,492	-27%	-$784K	0.06%	129
2025 Q1	$1.9M	Sell	16,808 -766	-4%	-$108K	0.05%	155
2024 Q4	$2.96M	Sell	17,574 -1,744	-9%	-$301K	0.07%	134
2024 Q3	$2.8M	Sell	19,318 -5,090	-21%	-$605K	0.06%	143
2024 Q2	$2.89M	Sell	24,408 -2,219	-8%	-$253K	0.07%	130
2024 Q1	$2.94M	Sell	26,627 -1,486	-5%	-$135K	0.07%	128
2023 Q4	$2.47M	Sell	28,113 -1,776	-6%	-$128K	0.07%	136
2023 Q3	$2.2M	Sell	29,889 -6,680	-18%	-$467K	0.07%	144
2023 Q2	$2.04M	Hold	36,569	–	–	0.06%	161
2023 Q1	$1.39M	Sell	36,569 -3,297	-8%	-$120K	0.05%	177
2022 Q4	$1.31M	Buy	39,866 +27,866	+232%	+$819K	0.05%	177
2022 Q3	$258K	Hold	12,000	–	–	0.01%	342
2022 Q2	$263K	Hold	12,000	–	–	0.01%	341
2022 Q1	$322K	Hold	12,000	–	–	0.01%	234
2021 Q4	$316K	Hold	12,000	–	–	0.01%	224
2021 Q3	$272K	Hold	12,000	–	–	0.01%	229
2021 Q2	$290K	Hold	12,000	–	–	0.01%	225
2021 Q1	$278K	Hold	12,000	–	–	0.01%	235
2020 Q4	$223K	Hold	12,000	–	–	0.01%	336
2020 Q3	$170K	Hold	12,000	–	–	0.01%	319
2020 Q2	$126K	Sell	12,000 -307	-2%	-$2.83K	0.01%	305
2020 Q1	$117K	Buy	+12,307	New	+$157K	0.01%	278

Other funds holding STRL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forvis Mazars Wealth Advisors's STRL Position: Q3 2025 in Review

Forvis Mazars Wealth Advisors sold out of Sterling Infrastructure (STRL) in Q3 2025, closing a stake of 12,316 shares — an estimated $2.84M sold.

Forvis Mazars Wealth Advisors first reported a position in STRL in Q1 2020 and held it in 22 quarters. The position peaked at $2.96M in Q4 2024. 592 funds tracked by Wall St. Rank hold STRL as of Q3 2025.

Forvis Mazars Wealth Advisors reported no remaining Sterling Infrastructure position as of Q3 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 12,316 Sterling Infrastructure shares in Q3 2025, an estimated $2.84M.
Forvis Mazars Wealth Advisors first reported a position in Sterling Infrastructure in Q1 2020 and held it in 22 quarters.
Forvis Mazars Wealth Advisors's Sterling Infrastructure position peaked at $2.96M in Q4 2024.
592 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.