Optimize Financial’s Sterling Infrastructure STRL Stock Holding History

Optimize Financial’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	–	Sell	-1,119	Closed	-$343K	–	443
2025 Q4	$343K	Buy	1,119 +16	+1%	+$5.51K	0.17%	241
2025 Q3	$375K	Buy	+1,103	New	+$313K	0.2%	224
2025 Q1	–	Sell	-1,806	Closed	-$304K	–	283
2024 Q4	$304K	Buy	+1,806	New	+$312K	0.23%	140

Other funds holding STRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Optimize Financial's STRL Position: Q1 2026 in Review

Optimize Financial sold out of Sterling Infrastructure (STRL) in Q1 2026, closing a stake of 1,119 shares — an estimated $343K sold.

Optimize Financial first reported a position in STRL in Q4 2024 and held it in 3 quarters. The position peaked at $375K in Q3 2025. 701 funds tracked by Wall St. Rank hold STRL as of Q1 2026.

Optimize Financial reported no remaining Sterling Infrastructure position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,119 Sterling Infrastructure shares in Q1 2026, an estimated $343K.
Optimize Financial first reported a position in Sterling Infrastructure in Q4 2024 and held it in 3 quarters.
Optimize Financial's Sterling Infrastructure position peaked at $375K in Q3 2025.
701 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.