Capstone Investment Advisors’s Steel Dynamics STLD Stock Holding History

Capstone Investment Advisors’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	-1,600	Closed	-$271K	–	1834
2025 Q4	$271K	Sell	1,600 -600	-27%	-$95.3K	﹤0.01%	1401
2025 Q3	$307K	Buy	+2,200	New	+$289K	﹤0.01%	1640
2025 Q2	–	Sell	-2,800	Closed	-$350K	–	1726
2025 Q1	$350K	Sell	2,800 -7,900	-74%	-$1M	﹤0.01%	1154
2024 Q4	$1.22M	Buy	10,700 +1,200	+13%	+$159K	﹤0.01%	1000
2024 Q3	$1.2M	Buy	9,500 +1,500	+19%	+$182K	﹤0.01%	905
2024 Q2	$1.04M	Buy	8,000 +1,000	+14%	+$134K	﹤0.01%	975
2024 Q1	$1.04M	Sell	7,000 -4,600	-40%	-$578K	﹤0.01%	1133
2023 Q4	$1.37M	Buy	11,600 +5,700	+97%	+$635K	﹤0.01%	933
2023 Q3	$633K	Buy	5,900 +800	+16%	+$83.3K	﹤0.01%	1200
2023 Q2	$556K	Buy	5,100 +1,200	+31%	+$122K	﹤0.01%	1110
2023 Q1	$441K	Buy	+3,900	New	+$453K	﹤0.01%	1048
2013 Q3	–	Sell	-200,000	Closed	-$2.98M	–	550
2013 Q2	$2.98M	Buy	+200,000	New	+$2.99M	0.03%	197

Other funds holding STLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $15.7B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Capstone Investment Advisors's STLD Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Steel Dynamics (STLD) in Q1 2026: 1,441 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in STLD as recently as Q3 2025.

Capstone Investment Advisors first reported a position in STLD in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2024. 934 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Capstone Investment Advisors held 1,441 shares of Steel Dynamics worth $259K as of Q1 2026.
Steel Dynamics was a new Capstone Investment Advisors position in Q1 2026.
Steel Dynamics made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1418 holding.
Capstone Investment Advisors first reported a position in Steel Dynamics in Q2 2013 and has held it in 12 quarters since.
Capstone Investment Advisors's Steel Dynamics position peaked at $1.11M in Q2 2024.
934 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.