Accurate Wealth Management’s Steel Dynamics STLD Stock Holding History

Accurate Wealth 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 Q2	$518K	Sell	2,267 -341	-13%	-$79.9K	0.05%	341
2026 Q1	$497K	Sell	2,608 -1,140	-30%	-$208K	0.06%	319
2025 Q4	$634K	Sell	3,748 -1,481	-28%	-$235K	0.08%	251
2025 Q3	$769K	Sell	5,229 -568	-10%	-$74.5K	0.1%	209
2025 Q2	$796K	Sell	5,797 -1,221	-17%	-$156K	0.12%	183
2025 Q1	$845K	Sell	7,018 -535	-7%	-$67.8K	0.16%	131
2024 Q4	$879K	Buy	7,553 +1,832	+32%	+$243K	0.17%	136
2024 Q3	$735K	Buy	5,721 +269	+5%	+$32.7K	0.15%	147
2024 Q2	$719K	Sell	5,452 -3,400	-38%	-$454K	0.17%	126
2024 Q1	$1.21M	Buy	8,852 +1,677	+23%	+$211K	0.35%	75
2023 Q4	$812K	Buy	7,175 +138	+2%	+$15.4K	0.25%	92
2023 Q3	$751K	Buy	7,037 +3,974	+130%	+$414K	0.24%	96
2023 Q2	$326K	Buy	+3,063	New	+$312K	0.1%	189
2023 Q1	–	Sell	-57	Closed	-$6.09K	–	1285
2022 Q4	$6.09K	Buy	+57	New	+$5.49K	﹤0.01%	975

Other funds holding STLD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Accurate Wealth Management's STLD Position: Q2 2026 in Review

Accurate Wealth Management reduced its Steel Dynamics (STLD) stake by 13% in Q2 2026, selling an estimated $79.9K and leaving 2,267 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #341.

Accurate Wealth Management first reported a position in STLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2024. 337 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Accurate Wealth Management held 2,267 shares of Steel Dynamics worth $518K as of Q2 2026.
Accurate Wealth Management sold 341 Steel Dynamics shares in Q2 2026, an estimated $79.9K.
Steel Dynamics made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #341 holding.
Accurate Wealth Management first reported a position in Steel Dynamics in Q4 2022 and has held it in 14 quarters since.
Accurate Wealth Management's Steel Dynamics position peaked at $1.21M in Q1 2024.
337 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.