Smith Shellnut Wilson’s Sterling Infrastructure STRL Stock Holding History

Smith Shellnut Wilson’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	$4.12M	Hold	4,907	–	–	1.54%	16
2026 Q1	$2M	Hold	4,907	–	–	0.87%	29
2025 Q4	$1.5M	Hold	4,907	–	–	0.58%	39
2025 Q3	$1.67M	Hold	4,907	–	–	0.64%	34
2025 Q2	$1.13M	Hold	4,907	–	–	0.49%	45
2025 Q1	$556K	Hold	4,907	–	–	0.25%	66
2024 Q4	$827K	Hold	4,907	–	–	0.37%	52
2024 Q3	$712K	Hold	4,907	–	–	0.32%	53
2024 Q2	$581K	Buy	+4,907	New	+$560K	0.28%	59

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Smith Shellnut Wilson's STRL Position: Q2 2026 in Review

Smith Shellnut Wilson held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 4,907 shares worth $4.12M. The position accounts for 1.54% of the portfolio, ranked #16.

Smith Shellnut Wilson first reported a position in STRL in Q2 2024 and has held it in 9 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Smith Shellnut Wilson held 4,907 shares of Sterling Infrastructure worth $4.12M as of Q2 2026.
Smith Shellnut Wilson left its Sterling Infrastructure share count unchanged in Q2 2026.
Sterling Infrastructure made up 1.54% of Smith Shellnut Wilson's portfolio in Q2 2026, its #16 holding.
Smith Shellnut Wilson first reported a position in Sterling Infrastructure in Q2 2024 and has held it in 9 quarters since.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.