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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in STEEL DYNAMICS INC

EP Wealth Advisors, LLC holds 20,276 shares of STLD (STEEL DYNAMICS INC), worth $4.7M as of 2026-Q2. The position was increased (+5.8% shares). STLD represents 0.0% of EP Wealth Advisors, LLC's portfolio.

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%$229.46
28
2026-Q1
Decreased
19,156
-9.2%
$3.4M0.0%$197.45
0
2025-Q4
Decreased
21,107
-9.0%
$3.6M0.0%$170.53
0
2025-Q2
Decreased
23,186
-4.6%
$3M0.0%$129.86
0
2025-Q1
Decreased
24,295
-1.1%
$3M0.0%$122.20
0
2024-Q4
Decreased
24,562
-0.4%
$2.8M0.0%$111.72
0
2024-Q3
Decreased
24,653
-0.4%
$3.1M0.0%$123.23
0

Other major holders of STLD: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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