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Measured Wealth Private Client Group’s Steel Dynamics STLD Stock Holding History

Measured Wealth Private Client Group’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 		$60.8K Hold
265
– – 0.01% 297
2026
Q1 		$47.7K Sell
265
-15
-5% -$2.73K 0.01% 302
2025
Q4 		$47.5K Sell
280
-49
-15% -$7.78K 0.01% 315
2025
Q3 		$45.9K Buy
+329
New +$43.2K 0.01% 308
2025
Q1 		– Sell
-2,297
Closed -$262K – 192
2024
Q4 		$262K Sell
2,297
-4,743
-67% -$630K 0.08% 154
2024
Q3 		$888K Buy
7,040
+378
+6% +$45.9K 0.3% 50
2024
Q2 		$863K Sell
6,662
-57
-0.8% -$7.61K 0.3% 48
2024
Q1 		$996K Buy
6,719
+37
+0.6% +$4.65K 0.35% 41
2023
Q4 		$789K Sell
6,682
-60
-0.9% -$6.69K 0.29% 51
2023
Q3 		$723K Buy
6,742
+373
+6% +$38.8K 0.29% 54
2023
Q2 		$694K Buy
6,369
+3,140
+97% +$319K 0.26% 55
2023
Q1 		$365K Sell
3,229
-226
-7% -$26.3K 0.14% 114
2022
Q4 		$338K Sell
3,455
-143
-4% -$13.8K 0.14% 103
2022
Q3 		$255K Sell
3,598
-1,068
-23% -$80.8K 0.11% 117
2022
Q2 		$309K Buy
4,666
+1,241
+36% +$99.4K 0.14% 114
2022
Q1 		$286K Buy
+3,425
New +$231K 0.11% 120
2018
Q4 		– Sell
-2,553
Closed -$114K – 621
2018
Q3 		$114K Buy
+2,553
New +$118K 0.07% 216

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 $3.37T AUM 44.26% 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

Measured Wealth Private Client Group's STLD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Steel Dynamics (STLD) position steady in Q2 2026 at 265 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #297.

Measured Wealth Private Client Group first reported a position in STLD in Q3 2018 and has held it in 17 quarters since. The position peaked at $996K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Measured Wealth Private Client Group held 265 shares of Steel Dynamics worth $60.8K as of Q2 2026.
  • Measured Wealth Private Client Group left its Steel Dynamics share count unchanged in Q2 2026.
  • Steel Dynamics made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #297 holding.
  • Measured Wealth Private Client Group first reported a position in Steel Dynamics in Q3 2018 and has held it in 17 quarters since.
  • Measured Wealth Private Client Group's Steel Dynamics position peaked at $996K in Q1 2024.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.