KPWS
STLD icon

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
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 $5.72T 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 $41.5B AUM 42.97% 1-Year Est. Return

Kestra Private Wealth Services's STLD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Steel Dynamics (STLD) stake by 2.7% in Q1 2026, buying an estimated $11.7K and bringing the position to 2,396 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1282.

Kestra Private Wealth Services first reported a position in STLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2024. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Kestra Private Wealth Services held 2,396 shares of Steel Dynamics worth $431K as of Q1 2026.
  • Kestra Private Wealth Services bought 64 Steel Dynamics shares in Q1 2026, an estimated $11.7K.
  • Steel Dynamics made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1282 holding.
  • Kestra Private Wealth Services first reported a position in Steel Dynamics in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Steel Dynamics position peaked at $1.23M in Q1 2024.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.