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GeoWealth Management’s Steel Dynamics STLD Stock Holding History

GeoWealth 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 		$614K Buy
+2,675
New +$627K 0.02% 449
2025
Q3 		– Sell
-811
Closed -$104K – 1170
2025
Q2 		$104K Sell
811
-36
-4% -$4.6K ﹤0.01% 803
2025
Q1 		$106K Sell
847
-448
-35% -$56.8K ﹤0.01% 773
2024
Q4 		$148K Sell
1,295
-45
-3% -$5.98K ﹤0.01% 863
2024
Q3 		$169K Sell
1,340
-123
-8% -$14.9K 0.01% 762
2024
Q2 		$189K Buy
1,463
+416
+40% +$55.5K 0.01% 703
2024
Q1 		$155K Buy
1,047
+94
+10% +$11.8K 0.01% 730
2023
Q4 		$113K Buy
953
+418
+78% +$46.6K 0.01% 580
2023
Q3 		$58K Sell
535
-17
-3% -$1.77K 0.01% 385
2023
Q2 		$60K Buy
+552
New +$56.2K 0.01% 324

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

GeoWealth Management's STLD Position: Q2 2026 in Review

GeoWealth Management opened a new position in Steel Dynamics (STLD) in Q2 2026: 2,675 shares worth $614K. The stake represents 0.02% of the portfolio and ranks #449 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in STLD as recently as Q2 2025.

GeoWealth Management first reported a position in STLD in Q2 2023 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • GeoWealth Management held 2,675 shares of Steel Dynamics worth $614K as of Q2 2026.
  • Steel Dynamics was a new GeoWealth Management position in Q2 2026.
  • Steel Dynamics made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #449 holding.
  • GeoWealth Management first reported a position in Steel Dynamics in Q2 2023 and has held it in 10 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.