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Pinnacle Wealth Planning Services’s Sterling Infrastructure STRL Stock Holding History

Pinnacle Wealth Planning 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 		$468K Sell
557
-325
-37% -$228K 0.04% 243
2026
Q1 		$359K Sell
882
-41
-4% -$16K 0.04% 283
2025
Q4 		$283K Buy
+923
New +$318K 0.03% 349
2025
Q3 		– Sell
-1,606
Closed -$371K – 509
2025
Q2 		$371K Buy
+1,606
New +$280K 0.05% 250

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's STRL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Sterling Infrastructure (STRL) stake by 37% in Q2 2026, selling an estimated $228K and leaving 557 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #243.

Pinnacle Wealth Planning Services first reported a position in STRL in Q2 2025 and has held it in 4 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 557 shares of Sterling Infrastructure worth $468K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 325 Sterling Infrastructure shares in Q2 2026, an estimated $228K.
  • Sterling Infrastructure made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #243 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 4 quarters since.
  • 884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.