Klingman & Associates’s Steel Dynamics STLD Stock Holding History

Klingman & Associates’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	$302K	Buy	1,314 +13	+1%	+$3.04K	0.01%	266
2026 Q1	$234K	Buy	+1,301	New	+$237K	0.01%	301
2025 Q2	–	Sell	-1,684	Closed	-$211K	–	320
2025 Q1	$211K	Buy	+1,684	New	+$213K	0.01%	255
2024 Q4	–	Sell	-3,697	Closed	-$466K	–	269
2024 Q3	$466K	Buy	+3,697	New	+$449K	0.03%	163

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

Klingman & Associates's STLD Position: Q2 2026 in Review

Klingman & Associates increased its Steel Dynamics (STLD) stake by 1% in Q2 2026, buying an estimated $3.04K and bringing the position to 1,314 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #266.

Klingman & Associates first reported a position in STLD in Q3 2024 and has held it in 4 quarters since. The position peaked at $466K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Klingman & Associates held 1,314 shares of Steel Dynamics worth $302K as of Q2 2026.
Klingman & Associates bought 13 Steel Dynamics shares in Q2 2026, an estimated $3.04K.
Steel Dynamics made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #266 holding.
Klingman & Associates first reported a position in Steel Dynamics in Q3 2024 and has held it in 4 quarters since.
Klingman & Associates's Steel Dynamics position peaked at $466K in Q3 2024.
1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.