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LMG Wealth Partners’s Sterling Infrastructure STRL Stock Holding History

LMG Wealth Partners’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 		$4.53M Sell
11,115
-58
-0.5% -$22.7K 0.82% 42
2025
Q4 		$3.42M Sell
11,173
-142
-1% -$48.9K 0.64% 51
2025
Q3 		$3.84M Sell
11,315
-524
-4% -$149K 0.71% 49
2025
Q2 		$2.73M Buy
11,839
+391
+3% +$68.3K 0.56% 54
2025
Q1 		$1.3M Buy
11,448
+802
+8% +$113K 0.29% 80
2024
Q4 		$1.79M Buy
10,646
+377
+4% +$65.1K 0.39% 67
2024
Q3 		$1.49M Sell
10,269
-1,718
-14% -$204K 0.34% 72
2024
Q2 		$1.42M Buy
11,987
+639
+6% +$72.9K 0.35% 67
2024
Q1 		$1.25M Buy
+11,348
New +$1.03M 0.32% 71

Other funds holding STRL

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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