Congress Asset Management’s Sterling Infrastructure STRL Stock Holding History

Congress Asset Management’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	$193M	Sell	230,412 -266,686	-54%	-$187M	1.19%	12
2026 Q1	$202M	Buy	497,098 +27,898	+6%	+$10.9M	1.45%	8
2025 Q4	$144M	Sell	469,200 -40,144	-8%	-$13.8M	1.01%	20
2025 Q3	$173M	Sell	509,344 -38,344	-7%	-$10.9M	1.15%	15
2025 Q2	$126M	Buy	547,688 +15,490	+3%	+$2.7M	0.87%	33
2025 Q1	$60.3M	Buy	532,198 +32,255	+6%	+$4.54M	0.45%	88
2024 Q4	$84.2M	Sell	499,943 -147,981	-23%	-$25.6M	0.57%	72
2024 Q3	$94M	Buy	647,924 +104,096	+19%	+$12.4M	0.64%	75
2024 Q2	$64.4M	Sell	543,828 -13,831	-2%	-$1.58M	0.46%	83
2024 Q1	$61.5M	Buy	557,659 +10,935	+2%	+$993K	0.44%	84
2023 Q4	$48.1M	Sell	546,724 -2,651	-0.5%	-$192K	0.38%	86
2023 Q3	$40.4M	Buy	549,375 +32,597	+6%	+$2.28M	0.36%	83
2023 Q2	$28.8M	Buy	+516,778	New	+$22.9M	0.25%	94

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 $3.37T AUM 44.26% 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

Congress Asset Management's STRL Position: Q2 2026 in Review

Congress Asset Management reduced its Sterling Infrastructure (STRL) stake by 54% in Q2 2026, selling an estimated $187M and leaving 230,412 shares worth $193M. The position accounts for 1.19% of the portfolio, ranked #12.

Congress Asset Management first reported a position in STRL in Q2 2023 and has held it in 13 quarters since. The position peaked at $202M in Q1 2026. 882 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Congress Asset Management held 230,412 shares of Sterling Infrastructure worth $193M as of Q2 2026.
Congress Asset Management sold 266,686 Sterling Infrastructure shares in Q2 2026, an estimated $187M.
Sterling Infrastructure made up 1.19% of Congress Asset Management's portfolio in Q2 2026, its #12 holding.
Congress Asset Management first reported a position in Sterling Infrastructure in Q2 2023 and has held it in 13 quarters since.
Congress Asset Management's Sterling Infrastructure position peaked at $202M in Q1 2026.
882 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.