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Cape Investment Advisory’s Steel Dynamics STLD Stock Holding History

Cape Investment Advisory’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 		$1.15K Buy
+5
New +$1.17K ﹤0.01% 1315
2023
Q4 		– Sell
-1,355
Closed -$145K – 1209
2023
Q3 		$145K Hold
1,355
– – 0.08% 174
2023
Q2 		$148K Hold
1,355
– – 0.08% 164
2023
Q1 		$153K Buy
+1,355
New +$158K 0.09% 149

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's STLD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Steel Dynamics (STLD) in Q2 2026: 5 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in STLD as recently as Q3 2023.

Cape Investment Advisory first reported a position in STLD in Q1 2023 and has held it in 4 quarters since. The position peaked at $153K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Cape Investment Advisory held 5 shares of Steel Dynamics worth $1.15K as of Q2 2026.
  • Steel Dynamics was a new Cape Investment Advisory position in Q2 2026.
  • Steel Dynamics made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1315 holding.
  • Cape Investment Advisory first reported a position in Steel Dynamics in Q1 2023 and has held it in 4 quarters since.
  • Cape Investment Advisory's Steel Dynamics position peaked at $153K in Q1 2023.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.