Significant Wealth Partners’s Sterling Infrastructure STRL Stock Holding History

Significant Wealth 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	$676K	Sell	805 -19	-2%	-$13.3K	0.73%	39
2026 Q1	$336K	Sell	824 -6	-0.7%	-$2.35K	0.41%	69
2025 Q4	$254K	Sell	830 -969	-54%	-$334K	0.28%	48
2025 Q3	$611K	Sell	1,799 -280	-13%	-$79.5K	0.3%	31
2025 Q2	$480K	Buy	2,079 +153	+8%	+$26.7K	0.24%	32
2025 Q1	$218K	Buy	1,926 +339	+21%	+$47.7K	0.11%	75
2024 Q4	$267K	Buy	+1,587	New	+$274K	0.14%	58

Other funds holding STRL

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

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

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

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

Handelsbanken Fonder

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

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return