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 Q3	$71.6K	Hold	186	–	–	0.01%	452
2026 Q2	$69.5K	Hold	186	–	–	0.01%	453
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Caldwell Trust's RS Position: Q3 2026 in Review

Caldwell Trust held its Reliance Steel & Aluminium (RS) position steady in Q3 2026 at 186 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #452.

Caldwell Trust first reported a position in RS in Q4 2019 and has held it in 28 quarters since. The position peaked at $73.3K in Q4 2023. 368 funds tracked by Wall St. Rank hold RS as of Q3 2026.

Caldwell Trust held 186 shares of Reliance Steel & Aluminium worth $71.6K as of Q3 2026.
Caldwell Trust left its Reliance Steel & Aluminium share count unchanged in Q3 2026.
Reliance Steel & Aluminium made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #452 holding.
Caldwell Trust first reported a position in Reliance Steel & Aluminium in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's Reliance Steel & Aluminium position peaked at $73.3K in Q4 2023.
368 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.