Peterson Wealth Services’s Sterling Infrastructure STRL Stock Holding History

Peterson Wealth Services’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	$3.92M	Sell	4,674 -181	-4%	-$127K	0.86%	33
2026 Q1	$1.98M	Sell	4,855 -54	-1%	-$21.1K	0.49%	48
2025 Q4	$1.5M	Buy	4,909 +4,872	+13,168%	+$1.68M	0.38%	53
2025 Q3	$1.7M	Sell	37 -5,014	-99%	-$1.42M	0.42%	49
2025 Q2	$1.17M	Sell	5,051 -3	-0.1%	-$524	0.32%	53
2025 Q1	$572K	Buy	5,054 +103	+2%	+$14.5K	0.18%	81
2024 Q4	$834K	Buy	+4,951	New	+$855K	0.25%	73

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Peterson Wealth Services's STRL Position: Q2 2026 in Review

Peterson Wealth Services reduced its Sterling Infrastructure (STRL) stake by 3.7% in Q2 2026, selling an estimated $127K and leaving 4,674 shares worth $3.92M. The position accounts for 0.86% of the portfolio, ranked #33.

Peterson Wealth Services first reported a position in STRL in Q4 2024 and has held it in 7 quarters since. 885 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Peterson Wealth Services held 4,674 shares of Sterling Infrastructure worth $3.92M as of Q2 2026.
Peterson Wealth Services sold 181 Sterling Infrastructure shares in Q2 2026, an estimated $127K.
Sterling Infrastructure made up 0.86% of Peterson Wealth Services's portfolio in Q2 2026, its #33 holding.
Peterson Wealth Services first reported a position in Sterling Infrastructure in Q4 2024 and has held it in 7 quarters since.
885 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.