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Capital Wealth Planning’s Steel Dynamics STLD Stock Holding History

Capital Wealth Planning’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 		$10.5M Buy
45,912
+8,769
+24% +$2.05M 0.05% 98
2026
Q1 		$6.69M Buy
37,143
+32,143
+643% +$5.85M 0.04% 106
2025
Q4 		$847K Buy
+5,000
New +$794K 0.01% 129
2023
Q2 		– Sell
-3,789
Closed -$428K – 149
2023
Q1 		$428K Buy
+3,789
New +$440K 0.01% 105

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

Capital Wealth Planning's STLD Position: Q2 2026 in Review

Capital Wealth Planning increased its Steel Dynamics (STLD) stake by 24% in Q2 2026, buying an estimated $2.05M and bringing the position to 45,912 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #98.

Capital Wealth Planning first reported a position in STLD in Q1 2023 and has held it in 4 quarters since. 1,020 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Capital Wealth Planning held 45,912 shares of Steel Dynamics worth $10.5M as of Q2 2026.
  • Capital Wealth Planning bought 8,769 Steel Dynamics shares in Q2 2026, an estimated $2.05M.
  • Steel Dynamics made up 0.05% of Capital Wealth Planning's portfolio in Q2 2026, its #98 holding.
  • Capital Wealth Planning first reported a position in Steel Dynamics in Q1 2023 and has held it in 4 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.