GWM
STRL icon

Gilpin Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Gilpin Wealth 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
Q3 		$297K Sell
603
-100
-14% -$56.3K 0.2% 103
2026
Q2 		$590K Sell
703
-7
-1% -$4.91K 0.41% 73
2026
Q1 		$289K Hold
710
– – 0.23% 96
2025
Q4 		$217K Buy
+710
New +$245K 0.17% 109

Other funds holding STRL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Gilpin Wealth Management's STRL Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Sterling Infrastructure (STRL) stake by 14% in Q3 2026, selling an estimated $56.3K and leaving 603 shares worth $297K. The position accounts for 0.2% of the portfolio, ranked #103.

Gilpin Wealth Management first reported a position in STRL in Q4 2025 and has held it in 4 quarters since. The position peaked at $590K in Q2 2026. 21 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Gilpin Wealth Management held 603 shares of Sterling Infrastructure worth $297K as of Q3 2026.
  • Gilpin Wealth Management sold 100 Sterling Infrastructure shares in Q3 2026, an estimated $56.3K.
  • Sterling Infrastructure made up 0.2% of Gilpin Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Gilpin Wealth Management first reported a position in Sterling Infrastructure in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Sterling Infrastructure position peaked at $590K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.