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Showing 7 of 21 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in Steel Dynamics, Inc.

Yes. EP Wealth Advisors holds 20,276 shares of STLD (Steel Dynamics), worth $4.7M, as of its Q2 2026 13F filing. It increased the position by 1,120 shares (+5.9%) from Q1 2026. EP Wealth Advisors has held STLD since Q1 2021, across 21 quarterly 13F filings.

Current Value

$4.7M

Current Shares

20,276

Total Value Change

+$1.5M

Total Shares Change

-4,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20,276
+5.8%
$4.7M0.0%$228.91
28
2026-Q1
Decreased
19,156
-9.2%
$3.4M0.0%$179.16
0
2025-Q4
Decreased
21,107
-9.0%
$3.6M0.0%$168.14
0
2025-Q2
Decreased
23,186
-4.6%
$3M0.0%$126.19
0
2025-Q1
Decreased
24,295
-1.1%
$3M0.0%$122.84
0
2024-Q4
Decreased
24,562
-0.4%
$2.8M0.0%$111.57
0
2024-Q3
Decreased
24,653
-0.4%
$3.1M0.0%$122.82
0

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