MWM
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MGB Wealth Management’s Sterling Infrastructure STRL Stock Holding History

MGB 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
2025
Q4 		$332K Buy
1,085
+35
+3% +$12.1K 0.1% 168
2025
Q3 		$357K Buy
1,050
+100
+11% +$28.4K 0.1% 163
2025
Q2 		$219K Buy
+950
New +$166K 0.07% 203

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

MGB Wealth Management's STRL Position: Q4 2025 in Review

MGB Wealth Management increased its Sterling Infrastructure (STRL) stake by 3.3% in Q4 2025, buying an estimated $12.1K and bringing the position to 1,085 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #168.

MGB Wealth Management first reported a position in STRL in Q2 2025 and has held it in 3 quarters since. The position peaked at $357K in Q3 2025. 638 funds tracked by Wall St. Rank hold STRL as of Q4 2025.

  • MGB Wealth Management held 1,085 shares of Sterling Infrastructure worth $332K as of Q4 2025.
  • MGB Wealth Management bought 35 Sterling Infrastructure shares in Q4 2025, an estimated $12.1K.
  • Sterling Infrastructure made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #168 holding.
  • MGB Wealth Management first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's Sterling Infrastructure position peaked at $357K in Q3 2025.
  • 638 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.