Focused Wealth Management’s Steel Dynamics STLD Stock Holding History

Focused 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
2025 Q2	–	Sell	-1,100	Closed	-$138K	–	227
2025 Q1	$138K	Buy	+1,100	New	+$139K	0.02%	174
2022 Q3	–	Sell	-4,000	Closed	-$5K	–	1054
2022 Q2	$5K	Buy	+4,000	New	+$320K	﹤0.01%	622
2017 Q3	–	Sell	-6,000	Closed	-$11K	–	727
2017 Q2	$11K	Buy	+6,000	New	+$208K	﹤0.01%	459

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focused Wealth Management's STLD Position: Q2 2025 in Review

Focused Wealth Management sold out of Steel Dynamics (STLD) in Q2 2025, closing a stake of 512 shares — an estimated $64K sold.

Focused Wealth Management first reported a position in STLD in Q4 2016 and held it in 30 quarters. The position peaked at $126K in Q4 2021. 815 funds tracked by Wall St. Rank hold STLD as of Q2 2025.

Focused Wealth Management reported no remaining Steel Dynamics position as of Q2 2025 after selling out during the quarter.
Focused Wealth Management sold 512 Steel Dynamics shares in Q2 2025, an estimated $64K.
Focused Wealth Management first reported a position in Steel Dynamics in Q4 2016 and held it in 30 quarters.
Focused Wealth Management's Steel Dynamics position peaked at $126K in Q4 2021.
815 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2025.

Based on Focused Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.