Meritage Portfolio Management’s Steel Dynamics STLD Stock Holding History

Meritage Portfolio Management’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	$204K	Buy	+1,206	New	+$192K	0.01%	311
2023 Q2	–	Sell	-67,027	Closed	-$7.58M	–	355
2023 Q1	$7.58M	Sell	67,027 -663	-1%	-$77.1K	0.57%	47
2022 Q4	$6.61M	Buy	+67,690	New	+$6.51M	0.52%	64
2022 Q3	–	Sell	-92,160	Closed	-$6.1M	–	334
2022 Q2	$6.1M	Buy	92,160 +1,554	+2%	+$124K	0.47%	67
2022 Q1	$7.56M	Buy	90,606 +678	+0.8%	+$45.7K	0.47%	63
2021 Q4	$5.58M	Buy	89,928 +1,266	+1%	+$79.2K	0.32%	93
2021 Q3	$5.18M	Buy	88,662 +1,007	+1%	+$64.4K	0.31%	88
2021 Q2	$5.22M	Buy	87,655 +2,549	+3%	+$150K	0.31%	93
2021 Q1	$4.32M	Buy	85,106 +15,200	+22%	+$641K	0.29%	105
2020 Q4	$2.58M	Buy	69,906 +4,407	+7%	+$153K	0.19%	152
2020 Q3	$1.88M	Buy	65,499 +804	+1%	+$23.1K	0.17%	155
2020 Q2	$1.69M	Buy	64,695 +449	+0.7%	+$11.2K	0.16%	154
2020 Q1	$1.45M	Sell	64,246 -5,010	-7%	-$137K	0.2%	130
2019 Q4	$2.36M	Buy	+69,256	New	+$2.21M	0.21%	164

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meritage Portfolio Management's STLD Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in Steel Dynamics (STLD) in Q4 2025: 1,206 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Meritage Portfolio Management previously reported a position in STLD as recently as Q1 2023.

Meritage Portfolio Management first reported a position in STLD in Q4 2019 and has held it in 14 quarters since. The position peaked at $7.58M in Q1 2023. 913 funds tracked by Wall St. Rank hold STLD as of Q4 2025.

Meritage Portfolio Management held 1,206 shares of Steel Dynamics worth $204K as of Q4 2025.
Steel Dynamics was a new Meritage Portfolio Management position in Q4 2025.
Steel Dynamics made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #311 holding.
Meritage Portfolio Management first reported a position in Steel Dynamics in Q4 2019 and has held it in 14 quarters since.
Meritage Portfolio Management's Steel Dynamics position peaked at $7.58M in Q1 2023.
913 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.