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Lifeworks Advisors’s Steel Dynamics STLD Stock Holding History

Lifeworks 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
Q1 		– Sell
-1,713
Closed -$290K – 341
2025
Q4 		$290K Buy
1,713
+12
+0.7% +$1.91K 0.04% 268
2025
Q3 		$237K Sell
1,701
-18
-1% -$2.36K 0.03% 298
2025
Q2 		$220K Buy
1,719
+106
+7% +$13.5K 0.03% 293
2025
Q1 		$202K Buy
+1,613
New +$204K 0.03% 301
2024
Q2 		– Sell
-1,689
Closed -$250K – 242
2024
Q1 		$250K Sell
1,689
-90
-5% -$11.3K 0.07% 203
2023
Q4 		$210K Sell
1,779
-146
-8% -$16.3K 0.07% 191
2023
Q3 		$206K Buy
+1,925
New +$200K 0.08% 178

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

Lifeworks Advisors's STLD Position: Q1 2026 in Review

Lifeworks Advisors sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 1,713 shares — an estimated $290K sold.

Lifeworks Advisors first reported a position in STLD in Q3 2023 and held it in 7 quarters. The position peaked at $290K in Q4 2025. 933 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Lifeworks Advisors reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 1,713 Steel Dynamics shares in Q1 2026, an estimated $290K.
  • Lifeworks Advisors first reported a position in Steel Dynamics in Q3 2023 and held it in 7 quarters.
  • Lifeworks Advisors's Steel Dynamics position peaked at $290K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.