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Root Financial Partners’s Sterling Infrastructure STRL Stock Holding History

Root Financial Partners’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 		– Sell
-128
Closed -$52.1K – 2834
2026
Q1 		$52.1K Buy
128
+28
+28% +$10.9K ﹤0.01% 860
2025
Q4 		$30.6K Buy
100
+23
+30% +$7.92K ﹤0.01% 934
2025
Q3 		$26.2K Buy
+77
New +$21.9K ﹤0.01% 975

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

Root Financial Partners's STRL Position: Q2 2026 in Review

Root Financial Partners sold out of Sterling Infrastructure (STRL) in Q2 2026, closing a stake of 128 shares — an estimated $52.1K sold.

Root Financial Partners first reported a position in STRL in Q3 2025 and held it in 3 quarters. The position peaked at $52.1K in Q1 2026. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Root Financial Partners reported no remaining Sterling Infrastructure position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 128 Sterling Infrastructure shares in Q2 2026, an estimated $52.1K.
  • Root Financial Partners first reported a position in Sterling Infrastructure in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sterling Infrastructure position peaked at $52.1K in Q1 2026.
  • 884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.