Accurate Wealth Management
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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
Q3 		$678K Buy
2,819
+552
+24% +$133K 0.06% 306
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 +$5.48K ﹤0.01% 975

Other funds holding STLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Accurate Wealth Management's STLD Position: Q3 2026 in Review

Accurate Wealth Management increased its Steel Dynamics (STLD) stake by 24% in Q3 2026, buying an estimated $133K and bringing the position to 2,819 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #306.

Accurate Wealth Management first reported a position in STLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2024. 647 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Accurate Wealth Management held 2,819 shares of Steel Dynamics worth $678K as of Q3 2026.
  • Accurate Wealth Management bought 552 Steel Dynamics shares in Q3 2026, an estimated $133K.
  • Steel Dynamics made up 0.06% of Accurate Wealth Management's portfolio in Q3 2026, its #306 holding.
  • Accurate Wealth Management first reported a position in Steel Dynamics in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Steel Dynamics position peaked at $1.21M in Q1 2024.
  • 647 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.