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Capital Asset Advisory Services’s Steel Dynamics STLD Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-1,367
Closed -$236K – 324
2025
Q4 		$236K Buy
+1,367
New +$217K 0.01% 265
2025
Q1 		– Sell
-2,064
Closed -$233K – 316
2024
Q4 		$233K Buy
2,064
+221
+12% +$29.4K 0.01% 286
2024
Q3 		$234K Buy
1,843
+11
+0.6% +$1.34K 0.01% 290
2024
Q2 		$228K Sell
1,832
-342
-16% -$45.7K 0.01% 292
2024
Q1 		$320K Buy
2,174
+29
+1% +$3.65K 0.02% 236
2023
Q4 		$253K Buy
2,145
+5
+0.2% +$557 0.02% 260
2023
Q3 		$236K Buy
2,140
+254
+13% +$26.4K 0.02% 279
2023
Q2 		$201K Buy
1,886
+27
+1% +$2.75K 0.01% 325
2023
Q1 		$210K Buy
+1,859
New +$216K 0.02% 331
2021
Q1 		– Sell
-1,366
Closed -$51K – 1397
2020
Q4 		$51K Buy
+1,366
New +$47.4K 0.01% 614

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Capital Asset Advisory Services's STLD Position: Q1 2026 in Review

Capital Asset Advisory Services sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 1,367 shares — an estimated $236K sold.

Capital Asset Advisory Services first reported a position in STLD in Q4 2020 and held it in 10 quarters. The position peaked at $320K in Q1 2024. 936 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Capital Asset Advisory Services reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,367 Steel Dynamics shares in Q1 2026, an estimated $236K.
  • Capital Asset Advisory Services first reported a position in Steel Dynamics in Q4 2020 and held it in 10 quarters.
  • Capital Asset Advisory Services's Steel Dynamics position peaked at $320K in Q1 2024.
  • 936 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.