Johnson Investment Counsel’s Steel Dynamics STLD Stock Holding History

Johnson Investment Counsel’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	$263K	Buy	1,145 +9	+0.8%	+$2.11K	﹤0.01%	766
2026 Q1	$204K	Buy	+1,136	New	+$207K	﹤0.01%	789
2025 Q1	–	Sell	-4,130	Closed	-$471K	–	841
2024 Q4	$471K	Sell	4,130 -5	-0.1%	-$664	﹤0.01%	547
2024 Q3	$521K	Sell	4,135 -146	-3%	-$17.7K	0.01%	510
2024 Q2	$554K	Sell	4,281 -100	-2%	-$13.4K	0.01%	477
2024 Q1	$649K	Hold	4,381	–	–	0.01%	449
2023 Q4	$517K	Hold	4,381	–	–	0.01%	475
2023 Q3	$470K	Hold	4,381	–	–	0.01%	474
2023 Q2	$477K	Sell	4,381 -21	-0.5%	-$2.14K	0.01%	480
2023 Q1	$498K	Buy	4,402 +26	+0.6%	+$3.02K	0.01%	460
2022 Q4	$428K	Buy	+4,376	New	+$421K	0.01%	487

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

Johnson Investment Counsel's STLD Position: Q2 2026 in Review

Johnson Investment Counsel increased its Steel Dynamics (STLD) stake by 0.79% in Q2 2026, buying an estimated $2.11K and bringing the position to 1,145 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Johnson Investment Counsel first reported a position in STLD in Q4 2022 and has held it in 11 quarters since. The position peaked at $649K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Johnson Investment Counsel held 1,145 shares of Steel Dynamics worth $263K as of Q2 2026.
Johnson Investment Counsel bought 9 Steel Dynamics shares in Q2 2026, an estimated $2.11K.
Steel Dynamics made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #766 holding.
Johnson Investment Counsel first reported a position in Steel Dynamics in Q4 2022 and has held it in 11 quarters since.
Johnson Investment Counsel's Steel Dynamics position peaked at $649K in Q1 2024.
1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.