Kingswood Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

Kingswood 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	$544K	Sell	648 -27	-4%	-$18.9K	0.02%	587
2026 Q1	$275K	Buy	+675	New	+$264K	0.01%	748
2025 Q4	–	Sell	-641	Closed	-$218K	–	910
2025 Q3	$218K	Buy	+641	New	+$182K	0.01%	739

Other funds holding STRL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Sterling Infrastructure (STRL) stake by 4% in Q2 2026, selling an estimated $18.9K and leaving 648 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #587.

Kingswood Wealth Advisors first reported a position in STRL in Q3 2025 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Kingswood Wealth Advisors held 648 shares of Sterling Infrastructure worth $544K as of Q2 2026.
Kingswood Wealth Advisors sold 27 Sterling Infrastructure shares in Q2 2026, an estimated $18.9K.
Sterling Infrastructure made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #587 holding.
Kingswood Wealth Advisors first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 3 quarters since.
887 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.