Avantax Advisory Services’s Steel Dynamics STLD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$997K	Buy	7,788 +1,321	+20%	+$169K	0.01%	1177
2025 Q1	$809K	Buy	6,467 +113	+2%	+$14.3K	﹤0.01%	1200
2024 Q4	$725K	Buy	6,354 +280	+5%	+$37.2K	﹤0.01%	1222
2024 Q3	$766K	Buy	6,074 +931	+18%	+$113K	0.01%	1159
2024 Q2	$666K	Buy	5,143 +1,677	+48%	+$224K	﹤0.01%	1194
2024 Q1	$514K	Buy	3,466 +365	+12%	+$45.9K	﹤0.01%	1021
2023 Q4	$366K	Buy	3,101 +272	+10%	+$30.3K	﹤0.01%	1134
2023 Q3	$303K	Buy	2,829 +129	+5%	+$13.4K	﹤0.01%	1195
2023 Q2	$294K	Buy	2,700 +79	+3%	+$8.04K	﹤0.01%	1199
2023 Q1	$296K	Buy	2,621 +303	+13%	+$35.2K	﹤0.01%	1157
2022 Q4	$226K	Buy	+2,318	New	+$223K	﹤0.01%	1250
2021 Q4	–	Sell	-5,311	Closed	-$311K	–	1277
2021 Q3	$311K	Buy	+5,311	New	+$339K	0.01%	910

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's STLD Position: Q2 2025 in Review

Avantax Advisory Services increased its Steel Dynamics (STLD) stake by 20% in Q2 2025, buying an estimated $169K and bringing the position to 7,788 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #1177.

Avantax Advisory Services first reported a position in STLD in Q3 2021 and has held it in 12 quarters since. 816 funds tracked by Wall St. Rank hold STLD as of Q2 2025.

Avantax Advisory Services held 7,788 shares of Steel Dynamics worth $997K as of Q2 2025.
Avantax Advisory Services bought 1,321 Steel Dynamics shares in Q2 2025, an estimated $169K.
Steel Dynamics made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1177 holding.
Avantax Advisory Services first reported a position in Steel Dynamics in Q3 2021 and has held it in 12 quarters since.
816 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.