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Asset Advisory Group’s Steel Dynamics STLD Stock Holding History

Asset Advisory 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 		$515K Sell
2,244
-821
-27% -$192K 0.23% 69
2026
Q1 		$552K Hold
3,065
– – 0.28% 60
2025
Q4 		$519K Buy
+3,065
New +$487K 0.26% 65

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

Asset Advisory Group's STLD Position: Q2 2026 in Review

Asset Advisory Group reduced its Steel Dynamics (STLD) stake by 27% in Q2 2026, selling an estimated $192K and leaving 2,244 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #69.

Asset Advisory Group first reported a position in STLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Asset Advisory Group held 2,244 shares of Steel Dynamics worth $515K as of Q2 2026.
  • Asset Advisory Group sold 821 Steel Dynamics shares in Q2 2026, an estimated $192K.
  • Steel Dynamics made up 0.23% of Asset Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Asset Advisory Group first reported a position in Steel Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's Steel Dynamics position peaked at $552K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.