SkyOak Wealth’s Sterling Infrastructure STRL Stock Holding History

SkyOak Wealth’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	-865	Closed	-$352K	–	271
2026 Q1	$352K	Sell	865 -152	-15%	-$59.4K	0.06%	161
2025 Q4	$311K	Sell	1,017 -52	-5%	-$17.9K	0.06%	174
2025 Q3	$363K	Buy	+1,069	New	+$303K	0.07%	162
2025 Q2	–	Sell	-1,782	Closed	-$202K	–	266
2025 Q1	$202K	Sell	1,782 -172	-9%	-$24.2K	0.04%	230
2024 Q4	$329K	Buy	+1,954	New	+$338K	0.07%	163

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

SkyOak Wealth's STRL Position: Q2 2026 in Review

SkyOak Wealth sold out of Sterling Infrastructure (STRL) in Q2 2026, closing a stake of 865 shares — an estimated $352K sold.

SkyOak Wealth first reported a position in STRL in Q4 2024 and held it in 5 quarters. The position peaked at $363K in Q3 2025. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

SkyOak Wealth reported no remaining Sterling Infrastructure position as of Q2 2026 after selling out during the quarter.
SkyOak Wealth sold 865 Sterling Infrastructure shares in Q2 2026, an estimated $352K.
SkyOak Wealth first reported a position in Sterling Infrastructure in Q4 2024 and held it in 5 quarters.
SkyOak Wealth's Sterling Infrastructure position peaked at $363K in Q3 2025.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.