JFS Wealth Advisors’s Steel Dynamics STLD Stock Holding History

JFS 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	$54.2K	Buy	236 +5	+2%	+$1.17K	﹤0.01%	535
2026 Q1	$41.6K	Buy	231 +3	+1%	+$546	﹤0.01%	561
2025 Q4	$38.7K	Buy	228 +42	+23%	+$6.67K	﹤0.01%	589
2025 Q3	$25.9K	Hold	186	–	–	﹤0.01%	645
2025 Q2	$23.8K	Sell	186 -1	-0.5%	-$128	﹤0.01%	619
2025 Q1	$23.4K	Buy	187 +3	+2%	+$380	﹤0.01%	631
2024 Q4	$21K	Sell	184 -2	-1%	-$266	﹤0.01%	633
2024 Q3	$23.5K	Buy	186 +3	+2%	+$365	﹤0.01%	608
2024 Q2	$23.7K	Sell	183 -17	-9%	-$2.27K	﹤0.01%	565
2024 Q1	$29.6K	Sell	200 -5	-2%	-$629	﹤0.01%	537
2023 Q4	$24.2K	Hold	205	–	–	﹤0.01%	544
2023 Q3	$22K	Sell	205 -1	-0.5%	-$104	﹤0.01%	524
2023 Q2	$22.4K	Hold	206	–	–	﹤0.01%	522
2023 Q1	$23.3K	Sell	206 -10	-5%	-$1.16K	﹤0.01%	496
2022 Q4	$21.1K	Buy	216 +13	+6%	+$1.25K	﹤0.01%	523
2022 Q3	$14K	Buy	203 +34	+20%	+$2.57K	﹤0.01%	649
2022 Q2	$11K	Buy	169 +11	+7%	+$881	﹤0.01%	745
2022 Q1	$13K	Buy	158 +101	+177%	+$6.81K	﹤0.01%	718
2021 Q4	$4K	Buy	+57	New	+$3.57K	﹤0.01%	880

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

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

JFS Wealth Advisors increased its Steel Dynamics (STLD) stake by 2.2% in Q2 2026, buying an estimated $1.17K and bringing the position to 236 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

JFS Wealth Advisors first reported a position in STLD in Q4 2021 and has held it in 19 quarters since. 1,020 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

JFS Wealth Advisors held 236 shares of Steel Dynamics worth $54.2K as of Q2 2026.
JFS Wealth Advisors bought 5 Steel Dynamics shares in Q2 2026, an estimated $1.17K.
Steel Dynamics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #535 holding.
JFS Wealth Advisors first reported a position in Steel Dynamics in Q4 2021 and has held it in 19 quarters since.
1,020 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.