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Caprock Group’s Steel Dynamics STLD Stock Holding History

Caprock 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
Q1 		$1.1M Sell
6,068
-211
-3% -$38.4K 0.03% 521
2025
Q4 		$1.07M Buy
6,279
+844
+16% +$134K 0.02% 590
2025
Q3 		$712K Buy
+5,435
New +$713K 0.02% 683
2025
Q1 		$1.06M Buy
8,439
+1,879
+29% +$238K 0.03% 449
2024
Q4 		$751K Sell
6,560
-1,939
-23% -$258K 0.02% 502
2024
Q3 		$1.08M Buy
8,499
+1,816
+27% +$221K 0.04% 378
2024
Q2 		$869K Buy
6,683
+4,101
+159% +$548K 0.04% 405
2024
Q1 		$384K Sell
2,582
-158
-6% -$19.9K 0.02% 487
2023
Q4 		$325K Buy
2,740
+582
+27% +$64.9K 0.02% 511
2023
Q3 		$232K Sell
2,158
-142
-6% -$14.8K 0.02% 571
2023
Q2 		$252K Buy
+2,300
New +$234K 0.02% 552

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Caprock Group's STLD Position: Q1 2026 in Review

Caprock Group reduced its Steel Dynamics (STLD) stake by 3.4% in Q1 2026, selling an estimated $38.4K and leaving 6,068 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #521.

Caprock Group first reported a position in STLD in Q2 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Caprock Group held 6,068 shares of Steel Dynamics worth $1.1M as of Q1 2026.
  • Caprock Group sold 211 Steel Dynamics shares in Q1 2026, an estimated $38.4K.
  • Steel Dynamics made up 0.03% of Caprock Group's portfolio in Q1 2026, its #521 holding.
  • Caprock Group first reported a position in Steel Dynamics in Q2 2023 and has held it in 11 quarters since.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.