Bogart Wealth LLC’s Steel Dynamics STLD Stock Holding History

Bogart Wealth LLC’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	$3.67K	Buy	16 +6	+60%	+$1.41K	﹤0.01%	1294
2026 Q1	$1.83K	Buy	10 +6	+150%	+$1.09K	﹤0.01%	1295
2025 Q4	$707	Sell	4 -8	-67%	-$1.27K	﹤0.01%	1381
2025 Q3	$1.7K	Buy	+12	New	+$1.57K	﹤0.01%	1190
2025 Q2	–	Sell	-4	Closed	-$500	–	1540
2025 Q1	$500	Buy	+4	New	+$507	﹤0.01%	1281

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

Bogart Wealth LLC's STLD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Steel Dynamics (STLD) stake by 60% in Q2 2026, buying an estimated $1.41K and bringing the position to 16 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Bogart Wealth LLC first reported a position in STLD in Q1 2025 and has held it in 5 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Bogart Wealth LLC held 16 shares of Steel Dynamics worth $3.67K as of Q2 2026.
Bogart Wealth LLC bought 6 Steel Dynamics shares in Q2 2026, an estimated $1.41K.
Steel Dynamics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1294 holding.
Bogart Wealth LLC first reported a position in Steel Dynamics in Q1 2025 and has held it in 5 quarters since.
1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.