F/M Investments’s Sterling Infrastructure STRL Stock Holding History

F/M Investments’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	$431K	Sell	519 -356	-41%	-$250K	0.02%	277
2026 Q1	$354K	Sell	875 -21,247	-96%	-$8.31M	0.02%	267
2025 Q4	$6.77M	Sell	22,122 -529	-2%	-$182K	0.26%	96
2025 Q3	$7.69M	Sell	22,651 -404	-2%	-$115K	0.3%	79
2025 Q2	$5.32M	Sell	23,055 -18,532	-45%	-$3.24M	0.19%	111
2025 Q1	$4.71M	Sell	41,587 -2,423	-6%	-$341K	0.19%	116
2024 Q4	$7.41M	Sell	44,010 -81,151	-65%	-$14M	0.27%	76
2024 Q3	$18.2M	Sell	125,161 -30,140	-19%	-$3.58M	0.57%	36
2024 Q2	$18.4M	Buy	+155,301	New	+$17.7M	0.66%	29

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

F/M Investments's STRL Position: Q2 2026 in Review

F/M Investments reduced its Sterling Infrastructure (STRL) stake by 41% in Q2 2026, selling an estimated $250K and leaving 519 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #277.

F/M Investments first reported a position in STRL in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.4M in Q2 2024. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

F/M Investments held 519 shares of Sterling Infrastructure worth $431K as of Q2 2026.
F/M Investments sold 356 Sterling Infrastructure shares in Q2 2026, an estimated $250K.
Sterling Infrastructure made up 0.02% of F/M Investments's portfolio in Q2 2026, its #277 holding.
F/M Investments first reported a position in Sterling Infrastructure in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Sterling Infrastructure position peaked at $18.4M in Q2 2024.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.