MorganRosel Wealth Management’s Steel Dynamics STLD Stock Holding History

MorganRosel 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
2026 Q2	$806K	Sell	3,512 -836	-19%	-$196K	0.27%	63
2026 Q1	$783K	Buy	+4,348	New	+$792K	0.31%	57
2024 Q3	–	Sell	-7,205	Closed	-$933K	–	109
2024 Q2	$933K	Buy	7,205 +2,398	+50%	+$320K	0.33%	53
2024 Q1	$713K	Buy	+4,807	New	+$604K	0.25%	70
2023 Q3	–	Sell	-9,046	Closed	-$985K	–	105
2023 Q2	$985K	Sell	9,046 -2,547	-22%	-$259K	0.4%	41
2023 Q1	$1.31M	Buy	11,593 +882	+8%	+$103K	0.56%	30
2022 Q4	$1.05M	Sell	10,711 -4,283	-29%	-$412K	0.48%	36
2022 Q3	$1.06M	Sell	14,994 -55	-0.4%	-$4.16K	0.53%	34
2022 Q2	$995K	Buy	+15,049	New	+$1.21M	0.53%	32

Other funds holding STLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

MorganRosel Wealth Management's STLD Position: Q2 2026 in Review

MorganRosel Wealth Management reduced its Steel Dynamics (STLD) stake by 19% in Q2 2026, selling an estimated $196K and leaving 3,512 shares worth $806K. The position accounts for 0.27% of the portfolio, ranked #63.

MorganRosel Wealth Management first reported a position in STLD in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.31M in Q1 2023. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

MorganRosel Wealth Management held 3,512 shares of Steel Dynamics worth $806K as of Q2 2026.
MorganRosel Wealth Management sold 836 Steel Dynamics shares in Q2 2026, an estimated $196K.
Steel Dynamics made up 0.27% of MorganRosel Wealth Management's portfolio in Q2 2026, its #63 holding.
MorganRosel Wealth Management first reported a position in Steel Dynamics in Q2 2022 and has held it in 9 quarters since.
MorganRosel Wealth Management's Steel Dynamics position peaked at $1.31M in Q1 2023.
1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.