IWC
STLD icon

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
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 $5.7T 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 $41.3B AUM 42.97% 1-Year Est. Return