OP Asset Management’s Sterling Infrastructure STRL Stock Holding History

OP 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	$11.4M	Sell	13,598 -20,879	-61%	-$14.7M	0.12%	129
2026 Q1	$14M	Buy	34,477 +11,958	+53%	+$4.68M	0.14%	104
2025 Q4	$6.9M	Hold	22,519	–	–	0.08%	191
2025 Q3	$7.65M	Buy	+22,519	New	+$6.39M	0.1%	166

Other funds holding STRL

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

OP Asset Management reduced its Sterling Infrastructure (STRL) stake by 61% in Q2 2026, selling an estimated $14.7M and leaving 13,598 shares worth $11.4M. The position accounts for 0.12% of the portfolio, ranked #129.

OP Asset Management first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $14M in Q1 2026. 310 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

OP Asset Management held 13,598 shares of Sterling Infrastructure worth $11.4M as of Q2 2026.
OP Asset Management sold 20,879 Sterling Infrastructure shares in Q2 2026, an estimated $14.7M.
Sterling Infrastructure made up 0.12% of OP Asset Management's portfolio in Q2 2026, its #129 holding.
OP Asset Management first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
OP Asset Management's Sterling Infrastructure position peaked at $14M in Q1 2026.
310 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.