Baron Wealth Management LLC STRL — STERLING INFRASTRUCTURE INC

Ownership history in Baron Wealth Management LLC  ·  8 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported STERLING INFRASTRUCTURE INC (STRL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.2% in 2025 Q3. The latest visible filing shows STRL at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in STERLING INFRASTRUCTURE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STRL was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STRL stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held STRL — position size vs. price
% of Fund (quarterly)    STRL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 890 -473 -34.7% 0.19% $747K 2026-07-07 $674.39
2026 Q1 REDUCED 24.4% +99.8% ❌ 1,363 -440 -24.4% 0.17% $555K 2026-04-16 $441.10
2025 Q4 UNCHANGED — — — 1,803 — 0% 0.17% $552K 2026-01-14 $319.27
2025 Q3 REDUCED 14.3% -8.5% ✅ 1,803 -300 -14.3% 0.20% $612K 2025-10-20 $369.01
2025 Q2 UNCHANGED — — — 2,103 — 0% 0.17% $485K 2025-07-09 $233.39
2025 Q1 UNCHANGED — — — 2,103 — 0% 0.10% $238K 2025-05-14 $187.20
2024 Q4 UNCHANGED — — — 2,103 — 0% 0.17% $354K 2025-01-23 $196.58
2024 Q3 INITIATED — — — 2,103 — — 0.15% $305K 2024-11-07 $174.31

🏢 Other funds also holding STRL

As of 2026 Q2 — sorted by position size

Value Investment Professionals, LLC 2.26% ORSER CAPITAL MANAGEMENT, LLC 3Y 1.29% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 1.19% GK Wealth Management LLC 0.5% ELEVATION WEALTH PARTNERS, LLC 0.48% Hennion & Walsh Asset Management, Inc. 3Y 0.29% City Center Advisors, LLC 0.25% Worth Asset Management, LLC 3Y 0.1% Balefire, LLC 3Y 7Y 0.08% NEVILLE RODIE & SHAW INC 3Y 7Y 0.08%

FAQ About Baron Wealth Management LLC and STRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning STRL?

Baron Wealth Management LLC reported STRL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported STRL position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for STRL was 0.20% in 2025 Q3.

What is the latest reported STRL position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 890 shares, equal to 0.19% of portfolio, with an estimated market value of $747K.

What does the chart on this STRL ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly STRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their STRL position?

Based on 13F filing dates vs. subsequent STRL price moves, Baron Wealth Management LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on STRL relative to SPY over the holding period was +93.9%.

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