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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's STLD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Steel Dynamics (STLD) in Q2 2025, closing a stake of 2,220 shares — an estimated $278K sold.

Atria Wealth Solutions first reported a position in STLD in Q1 2023 and held it in 9 quarters. The position peaked at $483K in Q2 2023. 816 funds tracked by Wall St. Rank hold STLD as of Q2 2025.

Atria Wealth Solutions reported no remaining Steel Dynamics position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,220 Steel Dynamics shares in Q2 2025, an estimated $278K.
Atria Wealth Solutions first reported a position in Steel Dynamics in Q1 2023 and held it in 9 quarters.
Atria Wealth Solutions's Steel Dynamics position peaked at $483K in Q2 2023.
816 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.