FSM Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

FSM 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	$207K	Sell	247 -471	-66%	-$331K	0.02%	336
2026 Q1	$292K	Sell	718 -12	-2%	-$4.69K	0.04%	235
2025 Q4	$224K	Buy	730 +119	+19%	+$41K	0.03%	289
2025 Q3	$208K	Buy	+611	New	+$173K	0.03%	312

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

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

FSM Wealth Advisors reduced its Sterling Infrastructure (STRL) stake by 66% in Q2 2026, selling an estimated $331K and leaving 247 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #336.

FSM Wealth Advisors first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $292K in Q1 2026. 881 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

FSM Wealth Advisors held 247 shares of Sterling Infrastructure worth $207K as of Q2 2026.
FSM Wealth Advisors sold 471 Sterling Infrastructure shares in Q2 2026, an estimated $331K.
Sterling Infrastructure made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #336 holding.
FSM Wealth Advisors first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
FSM Wealth Advisors's Sterling Infrastructure position peaked at $292K in Q1 2026.
881 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.