Van Hulzen Asset Management’s Sterling Infrastructure STRL Stock Holding History

Van Hulzen 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	$1.63M	Sell	1,937 -2,628	-58%	-$1.84M	0.12%	122
2026 Q1	$1.86M	Sell	4,565 -583	-11%	-$228K	0.14%	104
2025 Q4	$1.58M	Sell	5,148 -550	-10%	-$189K	0.12%	121
2025 Q3	$1.94M	Sell	5,698 -3,970	-41%	-$1.13M	0.14%	107
2025 Q2	$2.23M	Sell	9,668 -1,304	-12%	-$228K	0.19%	93
2025 Q1	$1.24M	Buy	10,972 +6,371	+138%	+$897K	0.11%	137
2024 Q4	$775K	Buy	+4,601	New	+$795K	0.06%	185

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

Van Hulzen Asset Management's STRL Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Sterling Infrastructure (STRL) stake by 58% in Q2 2026, selling an estimated $1.84M and leaving 1,937 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #122.

Van Hulzen Asset Management first reported a position in STRL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2025. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Van Hulzen Asset Management held 1,937 shares of Sterling Infrastructure worth $1.63M as of Q2 2026.
Van Hulzen Asset Management sold 2,628 Sterling Infrastructure shares in Q2 2026, an estimated $1.84M.
Sterling Infrastructure made up 0.12% of Van Hulzen Asset Management's portfolio in Q2 2026, its #122 holding.
Van Hulzen Asset Management first reported a position in Sterling Infrastructure in Q4 2024 and has held it in 7 quarters since.
Van Hulzen Asset Management's Sterling Infrastructure position peaked at $2.23M in Q2 2025.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.