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Orion Portfolio Solutions’s Sterling Infrastructure STRL Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$544K Buy
4,802
+2,891
+151% +$407K 0.01% 1380
2024
Q4 		$322K Buy
1,911
+484
+34% +$83.6K ﹤0.01% 1527
2024
Q3 		$207K Buy
+1,427
New +$170K ﹤0.01% 1698

Other funds holding STRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Orion Portfolio Solutions's STRL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Sterling Infrastructure (STRL) stake by 151% in Q1 2025, buying an estimated $407K and bringing the position to 4,802 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #1380.

Orion Portfolio Solutions first reported a position in STRL in Q3 2024 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold STRL as of Q1 2025.

  • Orion Portfolio Solutions held 4,802 shares of Sterling Infrastructure worth $544K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,891 Sterling Infrastructure shares in Q1 2025, an estimated $407K.
  • Sterling Infrastructure made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1380 holding.
  • Orion Portfolio Solutions first reported a position in Sterling Infrastructure in Q3 2024 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.