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 Q3	$8.85K	Hold	18	–	–	﹤0.01%	1129
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 $15.4B AUM 30.35% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

CGH

CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

True Wealth Design's STRL Position: Q3 2026 in Review

True Wealth Design held its Sterling Infrastructure (STRL) position steady in Q3 2026 at 18 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

True Wealth Design first reported a position in STRL in Q3 2024 and has held it in 9 quarters since. The position peaked at $15.1K in Q2 2026. 83 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

True Wealth Design held 18 shares of Sterling Infrastructure worth $8.85K as of Q3 2026.
True Wealth Design left its Sterling Infrastructure share count unchanged in Q3 2026.
Sterling Infrastructure made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1129 holding.
True Wealth Design first reported a position in Sterling Infrastructure in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Sterling Infrastructure position peaked at $15.1K in Q2 2026.
83 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.