HWM
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HB Wealth Management’s Sterling Infrastructure STRL Stock Holding History

HB 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
Q2 		$1.05M Buy
1,252
+86
+7% +$60.4K 0.01% 723
2026
Q1 		$475K Sell
1,166
-213
-15% -$83.3K ﹤0.01% 1002
2025
Q4 		$422K Buy
1,379
+218
+19% +$75.1K ﹤0.01% 975
2025
Q3 		$394K Buy
1,161
+68
+6% +$19.3K ﹤0.01% 954
2025
Q2 		$252K Buy
+1,093
New +$191K ﹤0.01% 1009

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HB Wealth Management's STRL Position: Q2 2026 in Review

HB Wealth Management increased its Sterling Infrastructure (STRL) stake by 7.4% in Q2 2026, buying an estimated $60.4K and bringing the position to 1,252 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #723.

HB Wealth Management first reported a position in STRL in Q2 2025 and has held it in 5 quarters since. 887 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • HB Wealth Management held 1,252 shares of Sterling Infrastructure worth $1.05M as of Q2 2026.
  • HB Wealth Management bought 86 Sterling Infrastructure shares in Q2 2026, an estimated $60.4K.
  • Sterling Infrastructure made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #723 holding.
  • HB Wealth Management first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 5 quarters since.
  • 887 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.