EWA
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EverSource Wealth Advisors’s Steel Dynamics STLD Stock Holding History

EverSource 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 		$272K Sell
1,187
-1,105
-48% -$259K 0.01% 851
2026
Q1 		$413K Buy
2,292
+656
+40% +$119K 0.01% 686
2025
Q4 		$277K Sell
1,636
-44
-3% -$6.99K 0.01% 801
2025
Q3 		$234K Sell
1,680
-386
-19% -$50.7K 0.01% 827
2025
Q2 		$264K Buy
2,066
+1,168
+130% +$149K 0.01% 737
2025
Q1 		$112K Buy
898
+162
+22% +$20.5K 0.01% 865
2024
Q4 		$84K Buy
736
+67
+10% +$8.9K ﹤0.01% 964
2024
Q3 		$84.3K Sell
669
-420
-39% -$51K 0.01% 856
2024
Q2 		$145K Sell
1,089
-7
-0.6% -$935 0.01% 672
2024
Q1 		$143K Buy
1,096
+28
+3% +$3.52K 0.01% 588
2023
Q4 		$126K Buy
1,068
+88
+9% +$9.81K 0.01% 566
2023
Q3 		$105K Sell
980
-4
-0.4% -$416 0.01% 555
2023
Q2 		$107K Sell
984
-58
-6% -$5.9K 0.01% 559
2023
Q1 		$118K Buy
1,042
+23
+2% +$2.67K 0.01% 494
2022
Q4 		$99.6K Hold
1,019
– – 0.02% 509
2022
Q3 		$72K Buy
1,019
+862
+549% +$65.2K 0.02% 536
2022
Q2 		$11K Hold
157
– – ﹤0.01% 1015
2022
Q1 		$14K Hold
157
– – ﹤0.01% 855
2021
Q4 		$9K Buy
+157
New +$9.82K ﹤0.01% 1019

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

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

EverSource Wealth Advisors reduced its Steel Dynamics (STLD) stake by 48% in Q2 2026, selling an estimated $259K and leaving 1,187 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #851.

EverSource Wealth Advisors first reported a position in STLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $413K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • EverSource Wealth Advisors held 1,187 shares of Steel Dynamics worth $272K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,105 Steel Dynamics shares in Q2 2026, an estimated $259K.
  • Steel Dynamics made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #851 holding.
  • EverSource Wealth Advisors first reported a position in Steel Dynamics in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Steel Dynamics position peaked at $413K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.