Institute for Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Institute for 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	$1.53K	Buy	+2	New	+$1.4K	﹤0.01%	1623

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CAM

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Institute for Wealth Management's STRL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sterling Infrastructure (STRL) in Q2 2026: 2 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings.

472 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Institute for Wealth Management held 2 shares of Sterling Infrastructure worth $1.53K as of Q2 2026.
Sterling Infrastructure was a new Institute for Wealth Management position in Q2 2026.
Sterling Infrastructure made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1623 holding.
472 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.