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Crestwood Advisors Group’s Steel Dynamics STLD Stock Holding History

Crestwood Advisors 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
Q2 		$1.06M Buy
4,599
+148
+3% +$34.7K 0.02% 309
2026
Q1 		$801K Buy
4,451
+31
+0.7% +$5.64K 0.01% 330
2025
Q4 		$749K Buy
4,420
+90
+2% +$14.3K 0.01% 316
2025
Q3 		$604K Buy
4,330
+91
+2% +$11.9K 0.01% 345
2025
Q2 		$543K Buy
4,239
+1
+0% +$128 0.01% 340
2025
Q1 		$530K Sell
4,238
-26
-0.6% -$3.3K 0.01% 336
2024
Q4 		$486K Buy
4,264
+156
+4% +$20.7K 0.01% 310
2024
Q3 		$518K Buy
4,108
+34
+0.8% +$4.13K 0.01% 288
2024
Q2 		$528K Buy
4,074
+23
+0.6% +$3.07K 0.01% 273
2024
Q1 		$600K Sell
4,051
-1
-0% -$126 0.01% 254
2023
Q4 		$479K Buy
+4,052
New +$452K 0.01% 263

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's STLD Position: Q2 2026 in Review

Crestwood Advisors Group increased its Steel Dynamics (STLD) stake by 3.3% in Q2 2026, buying an estimated $34.7K and bringing the position to 4,599 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #309.

Crestwood Advisors Group first reported a position in STLD in Q4 2023 and has held it in 11 quarters since. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Crestwood Advisors Group held 4,599 shares of Steel Dynamics worth $1.06M as of Q2 2026.
  • Crestwood Advisors Group bought 148 Steel Dynamics shares in Q2 2026, an estimated $34.7K.
  • Steel Dynamics made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #309 holding.
  • Crestwood Advisors Group first reported a position in Steel Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.