Question 1

How many shares of STLD does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 20,276 shares of STLD (STEEL DYNAMICS INC).

Question 2

What is EP Wealth Advisors, LLC's STLD position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's STLD position is worth $4.7M.

Question 3

Is EP Wealth Advisors, LLC buying or selling STLD?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their STLD position (+5.8% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy STLD?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in STLD in 2024-Q3. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	20,276	+5.8%	$4.7M	0.0%	$229.46	28
2026-Q1	Decreased	19,156	-9.2%	$3.4M	0.0%	$197.45	0
2025-Q4	Decreased	21,107	-9.0%	$3.6M	0.0%	$170.53	0
2025-Q2	Decreased	23,186	-4.6%	$3M	0.0%	$129.86	0
2025-Q1	Decreased	24,295	-1.1%	$3M	0.0%	$122.20	0
2024-Q4	Decreased	24,562	-0.4%	$2.8M	0.0%	$111.72	0
2024-Q3	Decreased	24,653	-0.4%	$3.1M	0.0%	$123.23	0