Elevation Wealth Partners’s Steel Dynamics STLD Stock Holding History

Elevation Wealth Partners’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	$6.88K	Buy	30 +18	+150%	+$4.22K	﹤0.01%	934
2026 Q1	$2.16K	Hold	12	–	–	﹤0.01%	896
2025 Q4	$2.03K	Buy	12 +7	+140%	+$1.11K	﹤0.01%	788
2025 Q3	$698	Buy	+5	New	+$656	﹤0.01%	779

Other funds holding STLD

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return