Mount Yale Investment Advisors’s Steel Dynamics STLD Stock Holding History

Mount Yale Investment Advisors’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	$1.03M	Buy	+5,698	New	+$1.04M	0.02%	511
2025 Q3	–	Sell	-157	Closed	-$20.1K	–	1490
2025 Q2	$20.1K	Buy	+157	New	+$20K	﹤0.01%	1041
2018 Q4	–	Sell	-473	Closed	-$20K	–	710
2018 Q3	$20K	Sell	473 -3,693	-89%	-$170K	﹤0.01%	786
2018 Q2	$191K	Sell	4,166 -96	-2%	-$4.54K	0.04%	310
2018 Q1	$188K	Buy	+4,262	New	+$196K	0.04%	300

Other funds holding STLD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's STLD Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Steel Dynamics (STLD) in Q1 2026: 5,698 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #511 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in STLD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in STLD in Q1 2018 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Mount Yale Investment Advisors held 5,698 shares of Steel Dynamics worth $1.03M as of Q1 2026.
Steel Dynamics was a new Mount Yale Investment Advisors position in Q1 2026.
Steel Dynamics made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #511 holding.
Mount Yale Investment Advisors first reported a position in Steel Dynamics in Q1 2018 and has held it in 5 quarters since.
936 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.