Optimize Financial’s Steel Dynamics STLD Stock Holding History

Optimize Financial’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	$257K	Sell	1,119 -3	-0.3%	-$703	0.09%	258
2026 Q1	$202K	Buy	+1,122	New	+$204K	0.1%	291

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

Optimize Financial's STLD Position: Q2 2026 in Review

Optimize Financial reduced its Steel Dynamics (STLD) stake by 0.27% in Q2 2026, selling an estimated $703 and leaving 1,119 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #258.

Optimize Financial first reported a position in STLD in Q1 2026 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Optimize Financial held 1,119 shares of Steel Dynamics worth $257K as of Q2 2026.
Optimize Financial sold 3 Steel Dynamics shares in Q2 2026, an estimated $703.
Steel Dynamics made up 0.09% of Optimize Financial's portfolio in Q2 2026, its #258 holding.
Optimize Financial first reported a position in Steel Dynamics in Q1 2026 and has held it in 2 quarters since.
1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.