MassMutual Private Wealth & Trust’s Sterling Infrastructure STRL Stock Holding History

MassMutual Private Wealth & Trust’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	$50.4K	Buy	60 +30	+100%	+$21.1K	﹤0.01%	769
2026 Q1	$12.2K	Buy	30 +2	+7%	+$782	﹤0.01%	1285
2025 Q4	$8.57K	Buy	28 +5	+22%	+$1.72K	﹤0.01%	1455
2025 Q3	$7.81K	Buy	23 +2	+10%	+$568	﹤0.01%	1498
2025 Q2	$4.84K	Sell	21 -7	-25%	-$1.22K	﹤0.01%	1646
2025 Q1	$3.17K	Buy	+28	New	+$3.94K	﹤0.01%	1775
2024 Q2	–	Sell	-2	Closed	-$221	–	2229
2024 Q1	$221	Buy	+2	New	+$182	﹤0.01%	1980

Other funds holding STRL

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return