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Optimum Investment Advisors’s Steel Dynamics STLD Stock Holding History

Optimum 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
2018
Q2 		– Sell
-500
Closed -$2K – 1094
2018
Q1 		$2K Buy
+500
New +$23K ﹤0.01% 965

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's STLD Position: Q3 2025 in Review

Optimum Investment Advisors held its Steel Dynamics (STLD) position steady in Q3 2025 at 200 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #409.

Optimum Investment Advisors first reported a position in STLD in Q4 2014 and has held it in 34 quarters since. The position peaked at $374K in Q2 2018. 805 funds tracked by Wall St. Rank hold STLD as of Q3 2025.

  • Optimum Investment Advisors held 200 shares of Steel Dynamics worth $27.9K as of Q3 2025.
  • Optimum Investment Advisors left its Steel Dynamics share count unchanged in Q3 2025.
  • Steel Dynamics made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #409 holding.
  • Optimum Investment Advisors first reported a position in Steel Dynamics in Q4 2014 and has held it in 34 quarters since.
  • Optimum Investment Advisors's Steel Dynamics position peaked at $374K in Q2 2018.
  • 805 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.