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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HB Wealth Management's STRL Position: Q1 2026 in Review

HB Wealth Management reduced its Sterling Infrastructure (STRL) stake by 15% in Q1 2026, selling an estimated $83.3K and leaving 1,166 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

HB Wealth Management first reported a position in STRL in Q2 2025 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

  • HB Wealth Management held 1,166 shares of Sterling Infrastructure worth $475K as of Q1 2026.
  • HB Wealth Management sold 213 Sterling Infrastructure shares in Q1 2026, an estimated $83.3K.
  • Sterling Infrastructure made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1002 holding.
  • HB Wealth Management first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 4 quarters since.
  • 701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.