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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
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

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

Consolidated Planning Corp's STLD Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Steel Dynamics (STLD) stake by 4% in Q2 2026, selling an estimated $13.1K and leaving 1,356 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #126.

Consolidated Planning Corp first reported a position in STLD in Q3 2021 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Consolidated Planning Corp held 1,356 shares of Steel Dynamics worth $311K as of Q2 2026.
  • Consolidated Planning Corp sold 56 Steel Dynamics shares in Q2 2026, an estimated $13.1K.
  • Steel Dynamics made up 0.04% of Consolidated Planning Corp's portfolio in Q2 2026, its #126 holding.
  • Consolidated Planning Corp first reported a position in Steel Dynamics in Q3 2021 and has held it in 7 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.