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Marshall & Sterling Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-4
Closed -$558 – 587
2025
Q3 		$558 Sell
4
-40
-91% -$5.25K ﹤0.01% 619
2025
Q2 		$5.63K Hold
44
– – ﹤0.01% 464
2025
Q1 		$5.5K Buy
+44
New +$5.58K ﹤0.01% 453

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
LCIP
Life Cycle Investment Partners London $21.4B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's STLD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Steel Dynamics (STLD) in Q4 2025, closing a stake of 4 shares — an estimated $558 sold.

Marshall & Sterling Wealth Advisors first reported a position in STLD in Q1 2025 and held it in 3 quarters. The position peaked at $5.63K in Q2 2025. 913 funds tracked by Wall St. Rank hold STLD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Steel Dynamics position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Steel Dynamics shares in Q4 2025, an estimated $558.
  • Marshall & Sterling Wealth Advisors first reported a position in Steel Dynamics in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Steel Dynamics position peaked at $5.63K in Q2 2025.
  • 913 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.