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Caldwell Trust’s Reliance Steel & Aluminium RS Stock Holding History

Caldwell Trust’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.5K Hold
186
– – 0.01% 475
2025
Q4 		$53.7K Hold
186
– – ﹤0.01% 470
2025
Q3 		$52.2K Hold
186
– – ﹤0.01% 468
2025
Q2 		$58.4K Hold
186
– – 0.01% 443
2025
Q1 		$53.7K Hold
186
– – 0.01% 452
2024
Q4 		$50.1K Hold
186
– – 0.01% 462
2024
Q3 		$53.8K Hold
186
– – 0.01% 455
2024
Q2 		$53.1K Hold
186
– – 0.01% 448
2024
Q1 		$62.2K Sell
186
-76
-29% -$23.1K 0.01% 435
2023
Q4 		$73.3K Hold
262
– – 0.01% 400
2023
Q3 		$68.7K Hold
262
– – 0.01% 394
2023
Q2 		$71.2K Hold
262
– – 0.01% 400
2023
Q1 		$67.3K Hold
262
– – 0.01% 395
2022
Q4 		$53K Hold
262
– – 0.01% 420
2022
Q3 		$45.7K Hold
262
– – 0.01% 442
2022
Q2 		$44.5K Hold
262
– – 0.01% 461
2022
Q1 		$48K Hold
262
– – 0.01% 466
2021
Q4 		$42.5K Hold
262
– – ﹤0.01% 485
2021
Q3 		$37.3K Hold
262
– – ﹤0.01% 487
2021
Q2 		$39.5K Hold
262
– – 0.01% 481
2021
Q1 		$39.9K Hold
262
– – 0.01% 469
2020
Q4 		$31.4K Hold
262
– – ﹤0.01% 485
2020
Q3 		$26.7K Hold
262
– – ﹤0.01% 495
2020
Q2 		$24.9K Hold
262
– – ﹤0.01% 518
2020
Q1 		$22.9K Hold
262
– – ﹤0.01% 533
2019
Q4 		$31.4K Buy
+262
New +$29.6K ﹤0.01% 526

Other funds holding RS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caldwell Trust's RS Position: Q1 2026 in Review

Caldwell Trust held its Reliance Steel & Aluminium (RS) position steady in Q1 2026 at 186 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #475.

Caldwell Trust first reported a position in RS in Q4 2019 and has held it in 26 quarters since. The position peaked at $73.3K in Q4 2023. 643 funds tracked by Wall St. Rank hold RS as of Q1 2026.

  • Caldwell Trust held 186 shares of Reliance Steel & Aluminium worth $56.5K as of Q1 2026.
  • Caldwell Trust left its Reliance Steel & Aluminium share count unchanged in Q1 2026.
  • Reliance Steel & Aluminium made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #475 holding.
  • Caldwell Trust first reported a position in Reliance Steel & Aluminium in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Reliance Steel & Aluminium position peaked at $73.3K in Q4 2023.
  • 643 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.