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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
Q2 		$1.4M Sell
6,116
-7
-0.1% -$1.64K 0.03% 362
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 $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

Independent Advisor Alliance's STLD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Steel Dynamics (STLD) stake by 0.11% in Q2 2026, selling an estimated $1.64K and leaving 6,116 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #362.

Independent Advisor Alliance first reported a position in STLD in Q4 2017 and has held it in 14 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Independent Advisor Alliance held 6,116 shares of Steel Dynamics worth $1.4M as of Q2 2026.
  • Independent Advisor Alliance sold 7 Steel Dynamics shares in Q2 2026, an estimated $1.64K.
  • Steel Dynamics made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #362 holding.
  • Independent Advisor Alliance first reported a position in Steel Dynamics in Q4 2017 and has held it in 14 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.