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Forvis Mazars Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.94M Buy
8,439
+42
+0.5% +$9.84K 0.03% 160
2026
Q1 		$1.51M Buy
8,397
+695
+9% +$127K 0.03% 175
2025
Q4 		$1.31M Buy
7,702
+191
+3% +$30.3K 0.02% 184
2025
Q3 		$1.05M Buy
+7,511
New +$986K 0.02% 203
2019
Q4 		– Sell
-12,794
Closed -$381K – 295
2019
Q3 		$381K Sell
12,794
-614
-5% -$18.1K 0.03% 203
2019
Q2 		$405K Buy
13,408
+4,593
+52% +$140K 0.03% 185
2019
Q1 		$311K Buy
8,815
+296
+3% +$10.5K 0.03% 207
2018
Q4 		$256K Sell
8,519
-1,451
-15% -$54.8K 0.03% 194
2018
Q3 		$451K Sell
9,970
-135
-1% -$6.21K 0.04% 158
2018
Q2 		$464K Sell
10,105
-932
-8% -$44.1K 0.05% 149
2018
Q1 		$488K Buy
+11,037
New +$508K 0.05% 145

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

Forvis Mazars Wealth Advisors's STLD Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Steel Dynamics (STLD) stake by 0.5% in Q2 2026, buying an estimated $9.84K and bringing the position to 8,439 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #160.

Forvis Mazars Wealth Advisors first reported a position in STLD in Q1 2018 and has held it in 11 quarters since. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 8,439 shares of Steel Dynamics worth $1.94M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 42 Steel Dynamics shares in Q2 2026, an estimated $9.84K.
  • Steel Dynamics made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Steel Dynamics in Q1 2018 and has held it in 11 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.