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SHP Wealth Management’s Sterling Infrastructure STRL Stock Holding History

SHP Wealth Management’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 		$15.9K Sell
19
-9
-32% -$6.32K ﹤0.01% 846
2026
Q1 		$11.4K Hold
28
– – ﹤0.01% 863
2025
Q4 		$8.57K Buy
+28
New +$9.65K ﹤0.01% 872

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's STRL Position: Q2 2026 in Review

SHP Wealth Management reduced its Sterling Infrastructure (STRL) stake by 32% in Q2 2026, selling an estimated $6.32K and leaving 19 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

SHP Wealth Management first reported a position in STRL in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • SHP Wealth Management held 19 shares of Sterling Infrastructure worth $15.9K as of Q2 2026.
  • SHP Wealth Management sold 9 Sterling Infrastructure shares in Q2 2026, an estimated $6.32K.
  • Sterling Infrastructure made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #846 holding.
  • SHP Wealth Management first reported a position in Sterling Infrastructure in Q4 2025 and has held it in 3 quarters since.
  • 503 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.