Whipplewood Advisors’s Sterling Infrastructure STRL Stock Holding History

Whipplewood Advisors’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	$7.55K	Hold	9	–	–	0.01%	272
2026 Q1	$3.67K	Buy	+9	New	+$3.52K	﹤0.01%	670
2025 Q3	–	Sell	-9	Closed	-$2.08K	–	1042
2025 Q2	$2.08K	Buy	+9	New	+$1.57K	﹤0.01%	870

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Whipplewood Advisors's STRL Position: Q2 2026 in Review

Whipplewood Advisors held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 9 shares worth $7.55K. The position accounts for 0.01% of the portfolio, ranked #272.

Whipplewood Advisors first reported a position in STRL in Q2 2025 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Whipplewood Advisors held 9 shares of Sterling Infrastructure worth $7.55K as of Q2 2026.
Whipplewood Advisors left its Sterling Infrastructure share count unchanged in Q2 2026.
Sterling Infrastructure made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #272 holding.
Whipplewood Advisors first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 3 quarters since.
887 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.