MGB Wealth Management’s Steel Dynamics STLD Stock Holding History

MGB Wealth 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	$332K	Hold	1,959	–	–	0.1%	169
2025 Q3	$273K	Buy	1,959 +1	+0.1%	+$131	0.08%	185
2025 Q2	$251K	Buy	+1,958	New	+$250K	0.08%	189
2024 Q3	–	Sell	-2,158	Closed	-$279K	–	292
2024 Q2	$279K	Hold	2,158	–	–	0.1%	156
2024 Q1	$320K	Hold	2,158	–	–	0.13%	150
2023 Q4	$255K	Buy	+2,158	New	+$241K	0.13%	158

Other funds holding STLD

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LCIP

Life Cycle Investment Partners London $15.7B AUM

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MGB Wealth Management's STLD Position: Q4 2025 in Review

MGB Wealth Management held its Steel Dynamics (STLD) position steady in Q4 2025 at 1,959 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #169.

MGB Wealth Management first reported a position in STLD in Q4 2023 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold STLD as of Q4 2025.

MGB Wealth Management held 1,959 shares of Steel Dynamics worth $332K as of Q4 2025.
MGB Wealth Management left its Steel Dynamics share count unchanged in Q4 2025.
Steel Dynamics made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #169 holding.
MGB Wealth Management first reported a position in Steel Dynamics in Q4 2023 and has held it in 6 quarters since.
913 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.