MAM
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Milestone Asset Management’s Sterling Infrastructure STRL Stock Holding History

Milestone Asset 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
2026
Q3 		– Sell
-400
Closed -$336K – 269
2026
Q2 		$336K Buy
+400
New +$281K 0.05% 216

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Burney Company
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CMG Global Holdings
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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
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Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Milestone Asset Management's STRL Position: Q3 2026 in Review

Milestone Asset Management sold out of Sterling Infrastructure (STRL) in Q3 2026, closing a stake of 400 shares — an estimated $336K sold.

Milestone Asset Management first reported a position in STRL in Q2 2026 and held it in 1 quarter. The position peaked at $336K in Q2 2026. 130 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Milestone Asset Management reported no remaining Sterling Infrastructure position as of Q3 2026 after selling out during the quarter.
  • Milestone Asset Management sold 400 Sterling Infrastructure shares in Q3 2026, an estimated $336K.
  • Milestone Asset Management first reported a position in Sterling Infrastructure in Q2 2026 and held it in 1 quarter.
  • Milestone Asset Management's Sterling Infrastructure position peaked at $336K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.