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Integrated Wealth Concepts’s Steel Dynamics STLD Stock Holding History

Integrated Wealth Concepts’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 		$668K Buy
2,912
+110
+4% +$25.8K ﹤0.01% 1483
2026
Q1 		$504K Buy
2,802
+925
+49% +$168K ﹤0.01% 1538
2025
Q4 		$318K Sell
1,877
-328
-15% -$52.1K ﹤0.01% 1290
2025
Q3 		$307K Sell
2,205
-1,762
-44% -$231K ﹤0.01% 1615
2025
Q2 		$508K Buy
+3,967
New +$506K 0.01% 1264
2024
Q2 		– Sell
-2,215
Closed -$328K – 1709
2024
Q1 		$328K Buy
2,215
+94
+4% +$11.8K ﹤0.01% 1271
2023
Q4 		$251K Sell
2,121
-229
-10% -$25.5K ﹤0.01% 1351
2023
Q3 		$252K Sell
2,350
-205
-8% -$21.3K ﹤0.01% 1313
2023
Q2 		$278K Buy
+2,555
New +$260K ﹤0.01% 1260

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

Integrated Wealth Concepts's STLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Steel Dynamics (STLD) stake by 3.9% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,912 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Integrated Wealth Concepts first reported a position in STLD in Q2 2023 and has held it in 9 quarters since. 1,022 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Integrated Wealth Concepts held 2,912 shares of Steel Dynamics worth $668K as of Q2 2026.
  • Integrated Wealth Concepts bought 110 Steel Dynamics shares in Q2 2026, an estimated $25.8K.
  • Steel Dynamics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1483 holding.
  • Integrated Wealth Concepts first reported a position in Steel Dynamics in Q2 2023 and has held it in 9 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.