True Wealth Design’s Sterling Infrastructure STRL Stock Holding History

True Wealth Design’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	$15.1K	Sell	18 -1	-5%	-$702	﹤0.01%	929
2026 Q1	$7.74K	Hold	19	–	–	﹤0.01%	1056
2025 Q4	$5.82K	Sell	19 -1	-5%	-$345	﹤0.01%	1031
2025 Q3	$6.79K	Buy	20 +1	+5%	+$284	﹤0.01%	970
2025 Q2	$4.38K	Hold	19	–	–	﹤0.01%	859
2025 Q1	$2.15K	Sell	19 -63	-77%	-$8.87K	﹤0.01%	986
2024 Q4	$13.8K	Buy	82 +5	+6%	+$864	0.01%	368
2024 Q3	$11.2K	Buy	+77	New	+$9.15K	﹤0.01%	402

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return