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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

LCIP

Life Cycle Investment Partners London $15.7B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

MorganRosel Wealth Management's STLD Position: Q1 2026 in Review

MorganRosel Wealth Management opened a new position in Steel Dynamics (STLD) in Q1 2026: 4,348 shares worth $783K. The stake represents 0.31% of the portfolio and ranks #57 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in STLD as recently as Q2 2024.

MorganRosel Wealth Management first reported a position in STLD in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2023. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

MorganRosel Wealth Management held 4,348 shares of Steel Dynamics worth $783K as of Q1 2026.
Steel Dynamics was a new MorganRosel Wealth Management position in Q1 2026.
Steel Dynamics made up 0.31% of MorganRosel Wealth Management's portfolio in Q1 2026, its #57 holding.
MorganRosel Wealth Management first reported a position in Steel Dynamics in Q2 2022 and has held it in 8 quarters since.
MorganRosel Wealth Management's Steel Dynamics position peaked at $1.31M in Q1 2023.
932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.