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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

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 $3.37T AUM 44.26% 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

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

HHM Wealth Advisors held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 1,734 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #60.

HHM Wealth Advisors first reported a position in STRL in Q1 2024 and has held it in 10 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • HHM Wealth Advisors held 1,734 shares of Sterling Infrastructure worth $1.46M as of Q2 2026.
  • HHM Wealth Advisors left its Sterling Infrastructure share count unchanged in Q2 2026.
  • Sterling Infrastructure made up 0.15% of HHM Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • HHM Wealth Advisors first reported a position in Sterling Infrastructure in Q1 2024 and has held it in 10 quarters since.
  • 884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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