AWS
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Atria Wealth Solutions’s Steel Dynamics STLD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,220
Closed -$278K – 1875
2025
Q1 		$278K Sell
2,220
-5
-0.2% -$634 ﹤0.01% 1516
2024
Q4 		$254K Buy
2,225
+1
+0% +$133 ﹤0.01% 1657
2024
Q3 		$280K Buy
2,224
+177
+9% +$21.5K ﹤0.01% 1562
2024
Q2 		$265K Sell
2,047
-799
-28% -$107K ﹤0.01% 1587
2024
Q1 		$423K Buy
2,846
+2
+0.1% +$251 ﹤0.01% 1345
2023
Q4 		$336K Sell
2,844
-23
-0.8% -$2.56K ﹤0.01% 1422
2023
Q3 		$307K Sell
2,867
-1,565
-35% -$163K ﹤0.01% 1403
2023
Q2 		$483K Buy
4,432
+640
+17% +$65.1K 0.01% 1179
2023
Q1 		$430K Buy
+3,792
New +$441K 0.01% 1209

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return