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Steward Partners Investment Advisory’s Sterling Infrastructure STRL Stock Holding History

Steward Partners Investment Advisory’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 		$486K Buy
1,193
+171
+17% +$66.9K ﹤0.01% 1549
2025
Q4 		$313K Buy
1,022
+184
+22% +$63.4K ﹤0.01% 1685
2025
Q3 		$285K Buy
838
+1
+0.1% +$284 ﹤0.01% 1682
2025
Q2 		$193K Buy
837
+16
+2% +$2.79K ﹤0.01% 1780
2025
Q1 		$92.9K Buy
821
+69
+9% +$9.71K ﹤0.01% 2053
2024
Q4 		$127K Buy
752
+597
+385% +$103K ﹤0.01% 1859
2024
Q3 		$22.5K Sell
155
-355
-70% -$42.2K ﹤0.01% 2613
2024
Q2 		$60.4K Sell
510
-12,120
-96% -$1.38M ﹤0.01% 2014
2024
Q1 		$1.39M Buy
12,630
+12,250
+3,224% +$1.11M 0.02% 690
2023
Q4 		$33.4K Hold
380
– – ﹤0.01% 2143
2023
Q3 		$27.9K Hold
380
– – ﹤0.01% 2155
2023
Q2 		$21.2K Buy
+380
New +$16.8K ﹤0.01% 2260

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return