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EP Wealth Advisors’s Steel Dynamics STLD Stock Holding History

EP Wealth 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
Q2 		$4.65M Buy
20,276
+1,120
+6% +$262K 0.02% 396
2026
Q1 		$3.45M Sell
19,156
-1,951
-9% -$355K 0.02% 368
2025
Q4 		$3.58M Buy
+21,107
New +$3.35M 0.02% 331
2025
Q2 		$2.97M Sell
23,186
-1,109
-5% -$142K 0.02% 343
2025
Q1 		$3.04M Sell
24,295
-267
-1% -$33.8K 0.02% 295
2024
Q4 		$2.8M Sell
24,562
-91
-0.4% -$12.1K 0.02% 299
2024
Q3 		$3.11M Sell
24,653
-93
-0.4% -$11.3K 0.03% 279
2024
Q2 		$3.2M Sell
24,746
-412
-2% -$55K 0.03% 227
2024
Q1 		$3.73M Sell
25,158
-22
-0.1% -$2.77K 0.04% 202
2023
Q4 		$2.97M Sell
25,180
-1,849
-7% -$206K 0.04% 213
2023
Q3 		$2.9M Sell
27,029
-67,620
-71% -$7.04M 0.05% 205
2023
Q2 		$3.01M Buy
94,649
+69,084
+270% +$7.03M 0.04% 203
2023
Q1 		$2.54M Sell
25,565
-3,081
-11% -$358K 0.04% 211
2022
Q4 		$2.8M Sell
28,646
-975
-3% -$93.8K 0.05% 184
2022
Q3 		$2.1M Sell
29,621
-696
-2% -$52.7K 0.05% 186
2022
Q2 		$2M Buy
30,317
+39
+0.1% +$3.12K 0.05% 193
2022
Q1 		$2.53M Sell
30,278
-358
-1% -$24.2K 0.06% 177
2021
Q4 		$1.9M Sell
30,636
-1,562
-5% -$97.7K 0.05% 190
2021
Q3 		$1.88M Sell
32,198
-11,566
-26% -$739K 0.05% 177
2021
Q2 		$2.61M Sell
43,764
-3,204
-7% -$188K 0.07% 158
2021
Q1 		$2.38M Buy
+46,968
New +$1.98M 0.08% 153

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

EP Wealth Advisors's STLD Position: Q2 2026 in Review

EP Wealth Advisors increased its Steel Dynamics (STLD) stake by 5.8% in Q2 2026, buying an estimated $262K and bringing the position to 20,276 shares worth $4.65M. The position accounts for 0.02% of the portfolio, ranked #396.

EP Wealth Advisors first reported a position in STLD in Q1 2021 and has held it in 21 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • EP Wealth Advisors held 20,276 shares of Steel Dynamics worth $4.65M as of Q2 2026.
  • EP Wealth Advisors bought 1,120 Steel Dynamics shares in Q2 2026, an estimated $262K.
  • Steel Dynamics made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • EP Wealth Advisors first reported a position in Steel Dynamics in Q1 2021 and has held it in 21 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.