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Independent Advisor Alliance’s Steel Dynamics STLD Stock Holding History

Independent Advisor Alliance’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
Q1 		$1.1M Buy
6,123
+28
+0.5% +$5.1K 0.01% 781
2025
Q4 		$1.03M Sell
6,095
-7
-0.1% -$1.11K 0.03% 462
2025
Q3 		$851K Buy
6,102
+311
+5% +$40.8K 0.02% 481
2025
Q2 		$741K Sell
5,791
-35
-0.6% -$4.47K 0.02% 479
2025
Q1 		$729K Sell
5,826
-57
-1% -$7.22K 0.02% 434
2024
Q4 		$671K Buy
5,883
+264
+5% +$35.1K 0.01% 848
2024
Q3 		$708K Buy
5,619
+480
+9% +$58.3K 0.03% 391
2024
Q2 		$666K Buy
5,139
+853
+20% +$114K 0.02% 399
2024
Q1 		$635K Buy
4,286
+1,728
+68% +$217K 0.02% 408
2023
Q4 		$302K Buy
2,558
+389
+18% +$43.4K 0.01% 546
2023
Q3 		$233K Buy
+2,169
New +$226K 0.01% 578
2018
Q2 		– Sell
-8,013
Closed -$343K – 381
2018
Q1 		$343K Buy
8,013
+29
+0.4% +$1.33K 0.08% 234
2017
Q4 		$367K Buy
+7,984
New +$307K 0.08% 221

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Independent Advisor Alliance's STLD Position: Q1 2026 in Review

Independent Advisor Alliance increased its Steel Dynamics (STLD) stake by 0.46% in Q1 2026, buying an estimated $5.1K and bringing the position to 6,123 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #781.

Independent Advisor Alliance first reported a position in STLD in Q4 2017 and has held it in 13 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Independent Advisor Alliance held 6,123 shares of Steel Dynamics worth $1.1M as of Q1 2026.
  • Independent Advisor Alliance bought 28 Steel Dynamics shares in Q1 2026, an estimated $5.1K.
  • Steel Dynamics made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #781 holding.
  • Independent Advisor Alliance first reported a position in Steel Dynamics in Q4 2017 and has held it in 13 quarters since.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.