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Advisory Research’s Steel Dynamics STLD Stock Holding History

Advisory Research’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Sell
20,934
-78
-0.4% -$18.3K 0.48% 43
2026
Q1 		$3.78M Sell
21,012
-1,815
-8% -$330K 0.46% 46
2025
Q4 		$3.87M Buy
22,827
+474
+2% +$75.3K 0.49% 39
2025
Q3 		$3.12M Buy
22,353
+685
+3% +$89.9K 0.41% 51
2025
Q2 		$2.77M Buy
21,668
+6,972
+47% +$890K 0.43% 53
2025
Q1 		$1.84M Buy
14,696
+775
+6% +$98.2K 0.32% 63
2024
Q4 		$1.59M Sell
13,921
-161
-1% -$21.4K 0.26% 82
2024
Q3 		$1.78M Sell
14,082
-800
-5% -$97.2K 0.32% 73
2024
Q2 		$1.93M Buy
14,882
+1,725
+13% +$230K 0.36% 65
2024
Q1 		$1.95M Sell
13,157
-2,118
-14% -$266K 0.39% 61
2023
Q4 		$1.8M Sell
15,275
-928
-6% -$103K 0.28% 94
2023
Q3 		$1.74M Sell
16,203
-1,745
-10% -$182K 0.24% 119
2023
Q2 		$1.96M Sell
17,948
-1,227
-6% -$125K 0.25% 110
2023
Q1 		$2.17M Sell
19,175
-161
-0.8% -$18.7K 0.36% 75
2022
Q4 		$1.89M Buy
19,336
+35
+0.2% +$3.37K 0.18% 86
2022
Q3 		$1.37M Sell
19,301
-235
-1% -$17.8K 0.13% 124
2022
Q2 		$1.29M Sell
19,536
-4,525
-19% -$362K 0.13% 124
2022
Q1 		$2.01M Buy
24,061
+670
+3% +$45.2K 0.16% 102
2021
Q4 		$1.45M Sell
23,391
-3,094
-12% -$194K 0.11% 158
2021
Q3 		$1.55M Buy
26,485
+20,735
+361% +$1.33M 0.1% 156
2021
Q2 		$343K Buy
+5,750
New +$337K 0.02% 298

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

Advisory Research's STLD Position: Q2 2026 in Review

Advisory Research reduced its Steel Dynamics (STLD) stake by 0.37% in Q2 2026, selling an estimated $18.3K and leaving 20,934 shares worth $4.8M. The position accounts for 0.48% of the portfolio, ranked #43.

Advisory Research first reported a position in STLD in Q2 2021 and has held it in 21 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Advisory Research held 20,934 shares of Steel Dynamics worth $4.8M as of Q2 2026.
  • Advisory Research sold 78 Steel Dynamics shares in Q2 2026, an estimated $18.3K.
  • Steel Dynamics made up 0.48% of Advisory Research's portfolio in Q2 2026, its #43 holding.
  • Advisory Research first reported a position in Steel Dynamics in Q2 2021 and has held it in 21 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.