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United Financial Planning Group’s Sterling Infrastructure STRL Stock Holding History

United Financial Planning Group’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 		$24.3K Hold
29
– – 0.01% 149
2026
Q1 		$11.8K Buy
+29
New +$11.3K 0.01% 191

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

United Financial Planning Group's STRL Position: Q2 2026 in Review

United Financial Planning Group held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 29 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #149.

United Financial Planning Group first reported a position in STRL in Q1 2026 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • United Financial Planning Group held 29 shares of Sterling Infrastructure worth $24.3K as of Q2 2026.
  • United Financial Planning Group left its Sterling Infrastructure share count unchanged in Q2 2026.
  • Sterling Infrastructure made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #149 holding.
  • United Financial Planning Group first reported a position in Sterling Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.