Mount Yale Investment Advisors’s Sterling Infrastructure STRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Sell
1,409
-109
-7% -$76.5K 0.02% 539
2026
Q1
$618K Buy
+1,518
New +$594K 0.01% 648

Other funds holding STRL

Mount Yale Investment Advisors's STRL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Sterling Infrastructure (STRL) stake by 7.2% in Q2 2026, selling an estimated $76.5K and leaving 1,409 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #539.

Mount Yale Investment Advisors first reported a position in STRL in Q1 2026 and has held it in 2 quarters since. 886 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Mount Yale Investment Advisors held 1,409 shares of Sterling Infrastructure worth $1.18M as of Q2 2026.
  • Mount Yale Investment Advisors sold 109 Sterling Infrastructure shares in Q2 2026, an estimated $76.5K.
  • Sterling Infrastructure made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #539 holding.
  • Mount Yale Investment Advisors first reported a position in Sterling Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • 886 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.