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 Q2	$7.55K	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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's STRL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Sterling Infrastructure (STRL) stake by 125% in Q2 2026, buying an estimated $3.51K and bringing the position to 9 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Physician Wealth Advisors first reported a position in STRL in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Physician Wealth Advisors held 9 shares of Sterling Infrastructure worth $7.55K as of Q2 2026.
Physician Wealth Advisors bought 5 Sterling Infrastructure shares in Q2 2026, an estimated $3.51K.
Sterling Infrastructure made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #955 holding.
Physician Wealth Advisors first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.