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Cherry Tree Wealth Management’s Steel Dynamics STLD Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-4
Closed -$501 – 738
2025
Q1 		$501 Hold
4
– – ﹤0.01% 723
2024
Q4 		$457 Buy
+4
New +$532 ﹤0.01% 615

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cherry Tree Wealth Management's STLD Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Steel Dynamics (STLD) in Q2 2025, closing a stake of 4 shares — an estimated $501 sold.

Cherry Tree Wealth Management first reported a position in STLD in Q4 2024 and held it in 2 quarters. The position peaked at $501 in Q1 2025. 816 funds tracked by Wall St. Rank hold STLD as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Steel Dynamics position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 4 Steel Dynamics shares in Q2 2025, an estimated $501.
  • Cherry Tree Wealth Management first reported a position in Steel Dynamics in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Steel Dynamics position peaked at $501 in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.