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HHM Wealth Advisors’s Steel Dynamics STLD Stock Holding History

HHM 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 		$96.1K Sell
419
-77
-16% -$18K 0.01% 292
2026
Q1 		$89.3K Buy
496
+19
+4% +$3.46K 0.01% 289
2025
Q4 		$80.8K Hold
477
– – 0.01% 297
2025
Q3 		$66.5K Hold
477
– – 0.01% 331
2025
Q2 		$61.1K Hold
477
– – 0.01% 346
2025
Q1 		$59.7K Buy
477
+77
+19% +$9.76K 0.01% 328
2024
Q4 		$45.6K Hold
400
– – 0.01% 373
2024
Q3 		$50.4K Hold
400
– – 0.01% 341
2024
Q2 		$51.8K Buy
+400
New +$53.4K 0.01% 335

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's STLD Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Steel Dynamics (STLD) stake by 16% in Q2 2026, selling an estimated $18K and leaving 419 shares worth $96.1K. The position accounts for 0.01% of the portfolio, ranked #292.

HHM Wealth Advisors first reported a position in STLD in Q2 2024 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • HHM Wealth Advisors held 419 shares of Steel Dynamics worth $96.1K as of Q2 2026.
  • HHM Wealth Advisors sold 77 Steel Dynamics shares in Q2 2026, an estimated $18K.
  • Steel Dynamics made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • HHM Wealth Advisors first reported a position in Steel Dynamics in Q2 2024 and has held it in 9 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.