Advocate Group’s Steel Dynamics STLD Stock Holding History

Advocate Group’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	$1.23M	Sell	5,363 -115	-2%	-$26.9K	0.19%	82
2026 Q1	$986K	Sell	5,478 -38	-0.7%	-$6.92K	0.15%	83
2025 Q4	$935K	Hold	5,516	–	–	0.15%	82
2025 Q3	$769K	Sell	5,516 -101	-2%	-$13.3K	0.13%	84
2025 Q2	$719K	Sell	5,617 -42	-0.7%	-$5.36K	0.13%	86
2025 Q1	$708K	Hold	5,659	–	–	0.13%	84
2024 Q4	$646K	Sell	5,659 -5	-0.1%	-$664	0.12%	89
2024 Q3	$714K	Sell	5,664 -12	-0.2%	-$1.46K	0.13%	86
2024 Q2	$735K	Sell	5,676 -62	-1%	-$8.28K	0.15%	86
2024 Q1	$851K	Sell	5,738 -176	-3%	-$22.1K	0.17%	83
2023 Q4	$698K	Sell	5,914 -782	-12%	-$87.2K	0.15%	88
2023 Q3	$718K	Sell	6,696 -27	-0.4%	-$2.81K	0.17%	85
2023 Q2	$732K	Hold	6,723	–	–	0.16%	84
2023 Q1	$760K	Sell	6,723 -1,215	-15%	-$141K	0.17%	84
2022 Q4	$776K	Sell	7,938 -399	-5%	-$38.4K	0.17%	82
2022 Q3	$592K	Sell	8,337 -389	-4%	-$29.4K	0.15%	82
2022 Q2	$577K	Buy	+8,726	New	+$699K	0.13%	81

Other funds holding STLD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocate Group's STLD Position: Q2 2026 in Review

Advocate Group reduced its Steel Dynamics (STLD) stake by 2.1% in Q2 2026, selling an estimated $26.9K and leaving 5,363 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #82.

Advocate Group first reported a position in STLD in Q2 2022 and has held it in 17 quarters since. 411 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Advocate Group held 5,363 shares of Steel Dynamics worth $1.23M as of Q2 2026.
Advocate Group sold 115 Steel Dynamics shares in Q2 2026, an estimated $26.9K.
Steel Dynamics made up 0.19% of Advocate Group's portfolio in Q2 2026, its #82 holding.
Advocate Group first reported a position in Steel Dynamics in Q2 2022 and has held it in 17 quarters since.
411 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.