VisionPoint Advisory Group
STRL icon

VisionPoint Advisory Group’s Sterling Infrastructure STRL Stock Holding History

VisionPoint Advisory 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
Q3 		$261K Sell
531
-30
-5% -$16.9K 0.04% 377
2026
Q2 		$471K Sell
561
-932
-62% -$654K 0.08% 266
2026
Q1 		$608K Buy
1,493
+69
+5% +$27K 0.11% 203
2025
Q4 		$436K Buy
1,424
+204
+17% +$70.3K 0.08% 231
2025
Q3 		$414K Buy
1,220
+263
+27% +$74.7K 0.08% 234
2025
Q2 		$221K Buy
+957
New +$167K 0.05% 333

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
CMG Global Holdings
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

VisionPoint Advisory Group's STRL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Sterling Infrastructure (STRL) stake by 5.3% in Q3 2026, selling an estimated $16.9K and leaving 531 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #377.

VisionPoint Advisory Group first reported a position in STRL in Q2 2025 and has held it in 6 quarters since. The position peaked at $608K in Q1 2026. 169 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • VisionPoint Advisory Group held 531 shares of Sterling Infrastructure worth $261K as of Q3 2026.
  • VisionPoint Advisory Group sold 30 Sterling Infrastructure shares in Q3 2026, an estimated $16.9K.
  • Sterling Infrastructure made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #377 holding.
  • VisionPoint Advisory Group first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's Sterling Infrastructure position peaked at $608K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.