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Summit Trail Advisors’s Steel Dynamics STLD Stock Holding History

Summit Trail 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
Q1 		$1.63M Buy
9,045
+2,432
+37% +$443K 0.02% 679
2025
Q4 		$1.12M Sell
6,613
-1,060
-14% -$168K 0.02% 748
2025
Q3 		$1.07M Buy
7,673
+4,368
+132% +$573K 0.01% 794
2025
Q2 		$426K Buy
+3,305
New +$422K 0.01% 792
2024
Q4 		– Sell
-2,368
Closed -$300K – 715
2024
Q3 		$300K Buy
2,368
+468
+25% +$56.9K 0.01% 546
2024
Q2 		$247K Sell
1,900
-37
-2% -$4.94K 0.01% 538
2024
Q1 		$288K Buy
1,937
+98
+5% +$12.3K 0.01% 475
2023
Q4 		$218K Sell
1,839
-80
-4% -$8.92K 0.01% 475
2023
Q3 		$207K Buy
1,919
+34
+2% +$3.54K 0.01% 494
2023
Q2 		$206K Buy
+1,885
New +$192K 0.01% 478
2018
Q1 		– Sell
-429
Closed -$20K – 1500
2017
Q4 		$20K Buy
+429
New +$16.5K ﹤0.01% 1046

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Summit Trail Advisors's STLD Position: Q1 2026 in Review

Summit Trail Advisors increased its Steel Dynamics (STLD) stake by 37% in Q1 2026, buying an estimated $443K and bringing the position to 9,045 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #679.

Summit Trail Advisors first reported a position in STLD in Q4 2017 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Summit Trail Advisors held 9,045 shares of Steel Dynamics worth $1.63M as of Q1 2026.
  • Summit Trail Advisors bought 2,432 Steel Dynamics shares in Q1 2026, an estimated $443K.
  • Steel Dynamics made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #679 holding.
  • Summit Trail Advisors first reported a position in Steel Dynamics in Q4 2017 and has held it in 11 quarters since.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.