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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Caldwell Trust's RS Position: Q2 2026 in Review

Caldwell Trust held its Reliance Steel & Aluminium (RS) position steady in Q2 2026 at 186 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #453.

Caldwell Trust first reported a position in RS in Q4 2019 and has held it in 27 quarters since. The position peaked at $73.3K in Q4 2023. 687 funds tracked by Wall St. Rank hold RS as of Q2 2026.

Caldwell Trust held 186 shares of Reliance Steel & Aluminium worth $69.5K as of Q2 2026.
Caldwell Trust left its Reliance Steel & Aluminium share count unchanged in Q2 2026.
Reliance Steel & Aluminium made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #453 holding.
Caldwell Trust first reported a position in Reliance Steel & Aluminium in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Reliance Steel & Aluminium position peaked at $73.3K in Q4 2023.
687 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2026.

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