Consolidated Planning Corp
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Consolidated Planning Corp’s Steel Dynamics STLD Stock Holding History

Consolidated Planning Corp’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
Q3 		$313K Buy
1,412
+56
+4% +$13.5K 0.04% 145
2026
Q2 		$311K Sell
1,356
-56
-4% -$13.1K 0.04% 126
2026
Q1 		$254K Hold
1,412
– – 0.04% 131
2025
Q4 		$239K Buy
+1,412
New +$224K 0.02% 190
2024
Q4 		– Sell
-1,641
Closed -$207K – 211
2024
Q3 		$207K Sell
1,641
-659
-29% -$80.1K 0.03% 192
2024
Q2 		$298K Buy
2,300
+659
+40% +$88K 0.05% 141
2024
Q1 		$243K Buy
+1,641
New +$206K 0.04% 166
2021
Q4 		– Sell
-231
Closed -$14K – 390
2021
Q3 		$14K Buy
+231
New +$14.8K 0.01% 286

Other funds holding STLD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Consolidated Planning Corp's STLD Position: Q3 2026 in Review

Consolidated Planning Corp increased its Steel Dynamics (STLD) stake by 4.1% in Q3 2026, buying an estimated $13.5K and bringing the position to 1,412 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #145.

Consolidated Planning Corp first reported a position in STLD in Q3 2021 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Consolidated Planning Corp held 1,412 shares of Steel Dynamics worth $313K as of Q3 2026.
  • Consolidated Planning Corp bought 56 Steel Dynamics shares in Q3 2026, an estimated $13.5K.
  • Steel Dynamics made up 0.04% of Consolidated Planning Corp's portfolio in Q3 2026, its #145 holding.
  • Consolidated Planning Corp first reported a position in Steel Dynamics in Q3 2021 and has held it in 8 quarters since.
  • 206 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.