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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Whipplewood Advisors's STRL Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Sterling Infrastructure (STRL) in Q1 2026: 9 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in STRL as recently as Q2 2025.

Whipplewood Advisors first reported a position in STRL in Q2 2025 and has held it in 2 quarters since. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

  • Whipplewood Advisors held 9 shares of Sterling Infrastructure worth $3.67K as of Q1 2026.
  • Sterling Infrastructure was a new Whipplewood Advisors position in Q1 2026.
  • Sterling Infrastructure made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #670 holding.
  • Whipplewood Advisors first reported a position in Sterling Infrastructure in Q2 2025 and has held it in 2 quarters since.
  • 701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.