Polen Capital Management
STRL icon

Polen Capital Management’s Sterling Infrastructure STRL Stock Holding History

Polen Capital 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 		– Sell
-2,553
Closed -$1.04M – 274
2026
Q1 		$1.04M Buy
2,553
+601
+31% +$235K 0.01% 143
2025
Q4 		$598K Sell
1,952
-1,321
-40% -$455K ﹤0.01% 161
2025
Q3 		$1.11M Sell
3,273
-296
-8% -$84K ﹤0.01% 132
2025
Q2 		$823K Buy
+3,569
New +$623K ﹤0.01% 157

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Polen Capital Management's STRL Position: Q2 2026 in Review

Polen Capital Management sold out of Sterling Infrastructure (STRL) in Q2 2026, closing a stake of 2,553 shares — an estimated $1.04M sold.

Polen Capital Management first reported a position in STRL in Q2 2025 and held it in 4 quarters. The position peaked at $1.11M in Q3 2025. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Polen Capital Management reported no remaining Sterling Infrastructure position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 2,553 Sterling Infrastructure shares in Q2 2026, an estimated $1.04M.
  • Polen Capital Management first reported a position in Sterling Infrastructure in Q2 2025 and held it in 4 quarters.
  • Polen Capital Management's Sterling Infrastructure position peaked at $1.11M in Q3 2025.
  • 884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.