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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
Q2 		$1.62M Sell
7,058
-1,987
-22% -$465K 0.02% 744
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 $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

Summit Trail Advisors's STLD Position: Q2 2026 in Review

Summit Trail Advisors reduced its Steel Dynamics (STLD) stake by 22% in Q2 2026, selling an estimated $465K and leaving 7,058 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #744.

Summit Trail Advisors first reported a position in STLD in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.63M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Summit Trail Advisors held 7,058 shares of Steel Dynamics worth $1.62M as of Q2 2026.
  • Summit Trail Advisors sold 1,987 Steel Dynamics shares in Q2 2026, an estimated $465K.
  • Steel Dynamics made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #744 holding.
  • Summit Trail Advisors first reported a position in Steel Dynamics in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's Steel Dynamics position peaked at $1.63M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.