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Neville Rodie & Shaw’s Sterling Infrastructure STRL Stock Holding History

Neville Rodie & Shaw’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 		$1.29M Buy
2,621
+1,213
+86% +$683K 0.09% 115
2026
Q2 		$1.18M Buy
+1,408
New +$988K 0.08% 122

Other funds holding STRL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Neville Rodie & Shaw's STRL Position: Q3 2026 in Review

Neville Rodie & Shaw increased its Sterling Infrastructure (STRL) stake by 86% in Q3 2026, buying an estimated $683K and bringing the position to 2,621 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #115.

Neville Rodie & Shaw first reported a position in STRL in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Neville Rodie & Shaw held 2,621 shares of Sterling Infrastructure worth $1.29M as of Q3 2026.
  • Neville Rodie & Shaw bought 1,213 Sterling Infrastructure shares in Q3 2026, an estimated $683K.
  • Sterling Infrastructure made up 0.09% of Neville Rodie & Shaw's portfolio in Q3 2026, its #115 holding.
  • Neville Rodie & Shaw first reported a position in Sterling Infrastructure in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Neville Rodie & Shaw's 13F filing for Q3 2026, filed 5 Oct 2026.