HHM Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

HHM 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	$1.46M	Hold	1,734	–	–	0.15%	60
2026 Q1	$706K	Hold	1,734	–	–	0.08%	91
2025 Q4	$531K	Sell	1,734 -8	-0.5%	-$2.76K	0.06%	109
2025 Q3	$592K	Sell	1,742 -11	-0.6%	-$3.12K	0.07%	105
2025 Q2	$404K	Buy	1,753 +557	+47%	+$97.2K	0.05%	127
2025 Q1	$135K	Buy	1,196 +5	+0.4%	+$704	0.02%	232
2024 Q4	$201K	Buy	1,191 +245	+26%	+$42.3K	0.03%	185
2024 Q3	$137K	Buy	946 +420	+80%	+$49.9K	0.02%	220
2024 Q2	$62.2K	Hold	526	–	–	0.01%	307
2024 Q1	$58K	Buy	+526	New	+$47.8K	0.01%	276

Other funds holding STRL

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return