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Everhart Financial Group’s Steel Dynamics STLD Stock Holding History

Everhart Financial 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 		$508K Buy
2,212
+22
+1% +$5.15K 0.03% 276
2026
Q1 		$394K Buy
2,190
+632
+41% +$115K 0.03% 318
2025
Q4 		$264K Buy
+1,558
New +$247K 0.02% 352

Other funds holding STLD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Everhart Financial Group's STLD Position: Q2 2026 in Review

Everhart Financial Group increased its Steel Dynamics (STLD) stake by 1% in Q2 2026, buying an estimated $5.15K and bringing the position to 2,212 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #276.

Everhart Financial Group first reported a position in STLD in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Everhart Financial Group held 2,212 shares of Steel Dynamics worth $508K as of Q2 2026.
  • Everhart Financial Group bought 22 Steel Dynamics shares in Q2 2026, an estimated $5.15K.
  • Steel Dynamics made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #276 holding.
  • Everhart Financial Group first reported a position in Steel Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.