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Kestra Private Wealth Services’s Steel Dynamics STLD Stock Holding History

Kestra Private Wealth Services’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 		$537K Sell
2,338
-58
-2% -$13.6K 0.01% 1197
2026
Q1 		$431K Buy
2,396
+64
+3% +$11.7K 0.01% 1282
2025
Q4 		$395K Sell
2,332
-30
-1% -$4.76K ﹤0.01% 1295
2025
Q3 		$329K Sell
2,362
-41
-2% -$5.38K ﹤0.01% 1316
2025
Q2 		$308K Buy
2,403
+51
+2% +$6.51K ﹤0.01% 1271
2025
Q1 		$294K Buy
2,352
+140
+6% +$17.7K ﹤0.01% 1212
2024
Q4 		$252K Hold
2,212
– – ﹤0.01% 1203
2024
Q3 		$279K Sell
2,212
-6,358
-74% -$773K 0.01% 1110
2024
Q2 		$1.11M Buy
8,570
+291
+4% +$38.9K 0.02% 540
2024
Q1 		$1.23M Buy
8,279
+4,882
+144% +$614K 0.03% 499
2023
Q4 		$401K Buy
3,397
+792
+30% +$88.3K 0.01% 820
2023
Q3 		$279K Buy
2,605
+212
+9% +$22.1K 0.01% 890
2023
Q2 		$261K Sell
2,393
-104
-4% -$10.6K 0.01% 868
2023
Q1 		$282K Buy
2,497
+16
+0.6% +$1.86K 0.01% 805
2022
Q4 		$242K Buy
+2,481
New +$239K 0.01% 734

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

Kestra Private Wealth Services's STLD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Steel Dynamics (STLD) stake by 2.4% in Q2 2026, selling an estimated $13.6K and leaving 2,338 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1197.

Kestra Private Wealth Services first reported a position in STLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q1 2024. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Kestra Private Wealth Services held 2,338 shares of Steel Dynamics worth $537K as of Q2 2026.
  • Kestra Private Wealth Services sold 58 Steel Dynamics shares in Q2 2026, an estimated $13.6K.
  • Steel Dynamics made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1197 holding.
  • Kestra Private Wealth Services first reported a position in Steel Dynamics in Q4 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Steel Dynamics position peaked at $1.23M in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.