Synergy Asset Management’s Steel Dynamics STLD Stock Holding History

Synergy Asset Management’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	–	Sell	-1,535	Closed	-$260K	–	304
2025 Q4	$260K	Buy	+1,535	New	+$244K	0.03%	198

Other funds holding STLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

LCIP

Life Cycle Investment Partners London $21.4B AUM

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Synergy Asset Management's STLD Position: Q1 2026 in Review

Synergy Asset Management sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 1,535 shares — an estimated $260K sold.

Synergy Asset Management first reported a position in STLD in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 937 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Synergy Asset Management reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 1,535 Steel Dynamics shares in Q1 2026, an estimated $260K.
Synergy Asset Management first reported a position in Steel Dynamics in Q4 2025 and held it in 1 quarter.
Synergy Asset Management's Steel Dynamics position peaked at $260K in Q4 2025.
937 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.