Sigma Planning Corp’s Sterling Infrastructure STRL Stock Holding History

Sigma Planning Corp’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 Q1	$435K	Sell	1,069 -370	-26%	-$145K	0.01%	890
2025 Q4	$416K	Sell	1,439 -69	-5%	-$23.8K	0.01%	869
2025 Q3	$512K	Buy	1,508 +8	+0.5%	+$2.27K	0.01%	803
2025 Q2	$346K	Buy	+1,500	New	+$262K	0.01%	940
2022 Q2	–	Sell	-10,950	Closed	-$293K	–	1425
2022 Q1	$293K	Sell	10,950 -3,550	-24%	-$99.2K	0.01%	1068
2021 Q4	$381K	Sell	14,500 -1,750	-11%	-$45K	0.01%	966
2021 Q3	$368K	Sell	16,250 -1,100	-6%	-$24.6K	0.01%	954
2021 Q2	$419K	Buy	17,350 +1,050	+6%	+$23.5K	0.01%	911
2021 Q1	$378K	Buy	+16,300	New	+$355K	0.01%	887

Other funds holding STRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sigma Planning Corp's STRL Position: Q1 2026 in Review

Sigma Planning Corp reduced its Sterling Infrastructure (STRL) stake by 26% in Q1 2026, selling an estimated $145K and leaving 1,069 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #890.

Sigma Planning Corp first reported a position in STRL in Q1 2021 and has held it in 9 quarters since. The position peaked at $512K in Q3 2025. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

Sigma Planning Corp held 1,069 shares of Sterling Infrastructure worth $435K as of Q1 2026.
Sigma Planning Corp sold 370 Sterling Infrastructure shares in Q1 2026, an estimated $145K.
Sterling Infrastructure made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #890 holding.
Sigma Planning Corp first reported a position in Sterling Infrastructure in Q1 2021 and has held it in 9 quarters since.
Sigma Planning Corp's Sterling Infrastructure position peaked at $512K in Q3 2025.
701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.