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Dogwood Wealth Management’s Steel Dynamics STLD Stock Holding History

Dogwood 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
2026
Q2 		$9.41K Buy
41
+1
+3% +$234 ﹤0.01% 396
2026
Q1 		$7.2K Buy
40
+2
+5% +$364 ﹤0.01% 398
2025
Q4 		$6.44K Hold
38
– – ﹤0.01% 376
2025
Q3 		$5.3K Buy
+38
New +$4.99K ﹤0.01% 388
2024
Q3 		– Hold
0
– – – 504
2024
Q2 		– Hold
0
– – – 533
2024
Q1 		– Hold
0
– – – 535
2023
Q4 		– Hold
0
– – – 503

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

Dogwood Wealth Management's STLD Position: Q2 2026 in Review

Dogwood Wealth Management increased its Steel Dynamics (STLD) stake by 2.5% in Q2 2026, buying an estimated $234 and bringing the position to 41 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Dogwood Wealth Management first reported a position in STLD in Q3 2025 and has held it in 4 quarters since. 1,016 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Dogwood Wealth Management held 41 shares of Steel Dynamics worth $9.41K as of Q2 2026.
  • Dogwood Wealth Management bought 1 Steel Dynamics share in Q2 2026, an estimated $234.
  • Steel Dynamics made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Dogwood Wealth Management first reported a position in Steel Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.