Physician Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

Physician Wealth Advisors’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	$5.9K	Buy	12 +3	+33%	+$1.69K	﹤0.01%	1074
2026 Q2	$7.56K	Buy	9 +5	+125%	+$3.51K	﹤0.01%	955
2026 Q1	$1.63K	Buy	+4	New	+$1.56K	﹤0.01%	1439
2025 Q4	–	Sell	-1	Closed	-$340	–	2150
2025 Q3	$340	Buy	+1	New	+$284	﹤0.01%	1861

Other funds holding STRL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Physician Wealth Advisors's STRL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Sterling Infrastructure (STRL) stake by 33% in Q3 2026, buying an estimated $1.69K and bringing the position to 12 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Physician Wealth Advisors first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.56K in Q2 2026. 396 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

Physician Wealth Advisors held 12 shares of Sterling Infrastructure worth $5.9K as of Q3 2026.
Physician Wealth Advisors bought 3 Sterling Infrastructure shares in Q3 2026, an estimated $1.69K.
Sterling Infrastructure made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1074 holding.
Physician Wealth Advisors first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Sterling Infrastructure position peaked at $7.56K in Q2 2026.
396 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.