Mark Sheptoff Financial Planning’s Steel Dynamics STLD Stock Holding History

Mark Sheptoff Financial Planning’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	$142K	Hold	600	–	–	0.08%	115
2025 Q4	$102K	Hold	600	–	–	0.05%	140
2025 Q3	$83.7K	Hold	600	–	–	0.04%	159
2025 Q2	$76.8K	Hold	600	–	–	0.04%	149
2025 Q1	$75K	Hold	600	–	–	0.04%	143
2024 Q4	$68.4K	Hold	600	–	–	0.04%	151
2024 Q3	$75.6K	Hold	600	–	–	0.04%	145
2024 Q2	$77.7K	Hold	600	–	–	0.04%	154
2024 Q1	$88.9K	Hold	600	–	–	0.05%	140
2023 Q4	$70.9K	Hold	600	–	–	0.04%	137
2023 Q3	$64.3K	Hold	600	–	–	0.04%	129
2023 Q2	$65.4K	Hold	600	–	–	0.04%	144
2023 Q1	$67.8K	Hold	600	–	–	0.04%	133
2022 Q4	$58.6K	Hold	600	–	–	0.03%	141
2022 Q3	$43K	Hold	600	–	–	0.03%	156
2022 Q2	$40K	Hold	600	–	–	0.02%	172
2022 Q1	$50K	Hold	600	–	–	0.03%	180
2021 Q4	$37K	Hold	600	–	–	0.02%	202
2021 Q3	$35K	Hold	600	–	–	0.02%	200
2021 Q2	$36K	Sell	600 -200	-25%	-$11.7K	0.02%	220
2021 Q1	$41K	Buy	+800	New	+$33.7K	0.02%	180
2017 Q1	–	Sell	-500	Closed	-$18K	–	371
2016 Q4	$18K	Buy	+500	New	+$15.7K	0.01%	226

Other funds holding STLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $15.7B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's STLD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Steel Dynamics (STLD) position steady in Q1 2026 at 600 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #115.

Mark Sheptoff Financial Planning first reported a position in STLD in Q4 2016 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Mark Sheptoff Financial Planning held 600 shares of Steel Dynamics worth $142K as of Q1 2026.
Mark Sheptoff Financial Planning left its Steel Dynamics share count unchanged in Q1 2026.
Steel Dynamics made up 0.08% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #115 holding.
Mark Sheptoff Financial Planning first reported a position in Steel Dynamics in Q4 2016 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.