Bartlett & Co Wealth Management’s Steel Dynamics STLD Stock Holding History

Bartlett & Co 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 Q1	$71.9K	Buy	313 +136	+77%	+$24.8K	﹤0.01%	620
2025 Q4	$30.1K	Sell	177 -200	-53%	-$31.8K	﹤0.01%	746
2025 Q3	$52.8K	Buy	377 +75	+25%	+$9.84K	﹤0.01%	663
2025 Q2	$38.8K	Buy	302 +1	+0.3%	+$128	﹤0.01%	697
2025 Q1	$37.8K	Buy	+301	New	+$38.2K	﹤0.01%	703
2021 Q3	–	Sell	-22	Closed	-$1.32K	–	1064
2021 Q2	$1.32K	Hold	22	–	–	﹤0.01%	910
2021 Q1	$1.12K	Hold	22	–	–	﹤0.01%	960
2020 Q4	$817	Buy	+22	New	+$764	﹤0.01%	1083
2019 Q3	–	Sell	-4	Closed	-$122	–	932
2019 Q2	$122	Buy	+4	New	+$122	﹤0.01%	752

Other funds holding STLD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LCIP

Life Cycle Investment Partners London $15.7B AUM

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

Bartlett & Co Wealth Management's STLD Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Steel Dynamics (STLD) stake by 77% in Q1 2026, buying an estimated $24.8K and bringing the position to 313 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bartlett & Co Wealth Management first reported a position in STLD in Q2 2019 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Bartlett & Co Wealth Management held 313 shares of Steel Dynamics worth $71.9K as of Q1 2026.
Bartlett & Co Wealth Management bought 136 Steel Dynamics shares in Q1 2026, an estimated $24.8K.
Steel Dynamics made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #620 holding.
Bartlett & Co Wealth Management first reported a position in Steel Dynamics in Q2 2019 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.