Creative Planning
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Creative Planning’s Steel Dynamics STLD Stock Holding History

Creative 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
2017
Q2 		– Sell
-200
Closed -$1K – 4821
2017
Q1 		$1K Hold
200
– – ﹤0.01% 4498
2016
Q4 		$1K Buy
+200
New +$6.29K ﹤0.01% 4490

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Creative Planning's STLD Position: Q1 2026 in Review

Creative Planning increased its Steel Dynamics (STLD) stake by 20% in Q1 2026, buying an estimated $1.36M and bringing the position to 45,442 shares worth $8.18M. The position accounts for 0.01% of the portfolio, ranked #823.

Creative Planning first reported a position in STLD in Q2 2013 and has held it in 43 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Creative Planning held 45,442 shares of Steel Dynamics worth $8.18M as of Q1 2026.
  • Creative Planning bought 7,450 Steel Dynamics shares in Q1 2026, an estimated $1.36M.
  • Steel Dynamics made up 0.01% of Creative Planning's portfolio in Q1 2026, its #823 holding.
  • Creative Planning first reported a position in Steel Dynamics in Q2 2013 and has held it in 43 quarters since.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.