Concord Wealth Partners’s Steel Dynamics STLD Stock Holding History

Concord Wealth Partners’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	$4.74M	Sell	20,670 -15	-0.1%	-$3.51K	0.54%	42
2026 Q1	$3.72M	Buy	20,685 +1,739	+9%	+$317K	0.48%	48
2025 Q4	$3.21M	Buy	18,946 +463	+3%	+$73.5K	0.42%	56
2025 Q3	$2.58M	Buy	18,483 +549	+3%	+$72.1K	0.36%	69
2025 Q2	$2.3M	Buy	17,934 +3,517	+24%	+$449K	0.33%	75
2025 Q1	$1.8M	Buy	+14,417	New	+$1.83M	0.3%	80
2024 Q2	–	Sell	-54	Closed	-$7.21K	–	829
2024 Q1	$8.03K	Sell	54 -61	-53%	-$7.67K	﹤0.01%	592
2023 Q4	$13.6K	Sell	115 -2,286	-95%	-$255K	﹤0.01%	529
2023 Q3	$257K	Buy	2,401 +1,106	+85%	+$115K	0.05%	171
2023 Q2	$141K	Buy	1,295 +739	+133%	+$75.2K	0.03%	229
2023 Q1	$62.9K	Buy	556 +450	+425%	+$52.3K	0.02%	314
2022 Q4	$10.4K	Buy	+106	New	+$10.2K	﹤0.01%	629
2022 Q3	–	Sell	-262	Closed	-$17K	–	1016
2022 Q2	$17K	Buy	262 +51	+24%	+$4.08K	﹤0.01%	581
2022 Q1	$18K	Buy	211 +83	+65%	+$5.6K	﹤0.01%	656
2021 Q4	$8K	Buy	128 +6	+5%	+$375	﹤0.01%	843
2021 Q3	$7K	Hold	122	–	–	﹤0.01%	538
2021 Q2	$7K	Hold	122	–	–	﹤0.01%	690
2021 Q1	$6K	Buy	+122	New	+$5.15K	﹤0.01%	649

Other funds holding STLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

Concord Wealth Partners's STLD Position: Q2 2026 in Review

Concord Wealth Partners reduced its Steel Dynamics (STLD) stake by 0.07% in Q2 2026, selling an estimated $3.51K and leaving 20,670 shares worth $4.74M. The position accounts for 0.54% of the portfolio, ranked #42.

Concord Wealth Partners first reported a position in STLD in Q1 2021 and has held it in 18 quarters since. 1,016 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Concord Wealth Partners held 20,670 shares of Steel Dynamics worth $4.74M as of Q2 2026.
Concord Wealth Partners sold 15 Steel Dynamics shares in Q2 2026, an estimated $3.51K.
Steel Dynamics made up 0.54% of Concord Wealth Partners's portfolio in Q2 2026, its #42 holding.
Concord Wealth Partners first reported a position in Steel Dynamics in Q1 2021 and has held it in 18 quarters since.
1,016 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.