Mark Sheptoff Financial Planning’s Sterling Infrastructure STRL Stock Holding History

Mark Sheptoff Financial Planning’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	$38.6K	Hold	46	–	–	0.02%	209
2026 Q1	$37.1K	Hold	46	–	–	0.02%	206
2025 Q4	$14.1K	Hold	46	–	–	0.01%	314
2025 Q3	$15.6K	Hold	46	–	–	0.01%	296
2025 Q2	$10.6K	Buy	+46	New	+$8.03K	0.01%	329
2022 Q2	–	Sell	-1,000	Closed	-$27K	–	427
2022 Q1	$27K	Sell	1,000 -200	-17%	-$5.59K	0.01%	223
2021 Q4	$32K	Sell	1,200 -200	-14%	-$5.14K	0.02%	215
2021 Q3	$32K	Sell	1,400 -2,100	-60%	-$46.9K	0.02%	207
2021 Q2	$84K	Buy	3,500 +1,400	+67%	+$31.3K	0.05%	148
2021 Q1	$49K	Buy	+2,100	New	+$45.8K	0.03%	168

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 $3.37T AUM 44.26% 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

Mark Sheptoff Financial Planning's STRL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 46 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #209.

Mark Sheptoff Financial Planning first reported a position in STRL in Q1 2021 and has held it in 10 quarters since. The position peaked at $84K in Q2 2021. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Mark Sheptoff Financial Planning held 46 shares of Sterling Infrastructure worth $38.6K as of Q2 2026.
Mark Sheptoff Financial Planning left its Sterling Infrastructure share count unchanged in Q2 2026.
Sterling Infrastructure made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #209 holding.
Mark Sheptoff Financial Planning first reported a position in Sterling Infrastructure in Q1 2021 and has held it in 10 quarters since.
Mark Sheptoff Financial Planning's Sterling Infrastructure position peaked at $84K in Q2 2021.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.