Caldwell Trust’s ArcelorMittal MT Stock Holding History

Caldwell Trust’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26K	Buy	+21	New	+$1.31K	﹤0.01%	777

Other funds holding MT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CHP

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Caldwell Trust's MT Position: Q2 2026 in Review

Caldwell Trust opened a new position in ArcelorMittal (MT) in Q2 2026: 21 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

319 funds tracked by Wall St. Rank hold MT as of Q2 2026.

Caldwell Trust held 21 shares of ArcelorMittal worth $1.26K as of Q2 2026.
ArcelorMittal was a new Caldwell Trust position in Q2 2026.
ArcelorMittal made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #777 holding.
319 funds tracked by Wall St. Rank held ArcelorMittal as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.