Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Steel Dynamics STLD Stock Holding History

Kovitz Investment Group Partners’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 		$540K Buy
+2,352
New +$551K 0.01% 385
2026
Q1 		– Sell
-6,032
Closed -$1.02M – 520
2025
Q4 		$1.02M Sell
6,032
-8,857
-59% -$1.41M 0.02% 319
2025
Q3 		$2.08M Buy
14,889
+12,587
+547% +$1.65M 0.01% 658
2025
Q2 		$295K Sell
2,302
-129
-5% -$16.5K ﹤0.01% 1146
2025
Q1 		$304K Buy
2,431
+166
+7% +$21K ﹤0.01% 1051
2024
Q4 		$258K Buy
+2,265
New +$301K ﹤0.01% 1088

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's STLD Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Steel Dynamics (STLD) in Q2 2026: 2,352 shares worth $540K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in STLD as recently as Q4 2025.

Kovitz Investment Group Partners first reported a position in STLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.08M in Q3 2025. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Kovitz Investment Group Partners held 2,352 shares of Steel Dynamics worth $540K as of Q2 2026.
  • Steel Dynamics was a new Kovitz Investment Group Partners position in Q2 2026.
  • Steel Dynamics made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #385 holding.
  • Kovitz Investment Group Partners first reported a position in Steel Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Steel Dynamics position peaked at $2.08M in Q3 2025.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.