Partners in Financial Planning’s Steel Dynamics STLD Stock Holding History

Partners in Financial Planning’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	$1.47M	Sell	6,412 -220	-3%	-$51.5K	0.22%	39
2026 Q1	$1.19M	Sell	6,632 -338	-5%	-$61.5K	0.2%	44
2025 Q4	$1.18M	Hold	6,970	–	–	0.2%	45
2025 Q3	$972K	Sell	6,970 -173	-2%	-$22.7K	0.17%	49
2025 Q2	$914K	Sell	7,143 -361	-5%	-$46.1K	0.17%	48
2025 Q1	$939K	Hold	7,504	–	–	0.19%	46
2024 Q4	$856K	Hold	7,504	–	–	0.17%	47
2024 Q3	$946K	Hold	7,504	–	–	0.19%	47
2024 Q2	$972K	Sell	7,504 -170	-2%	-$22.7K	0.21%	47
2024 Q1	$1.14M	Sell	7,674 -395	-5%	-$49.7K	0.25%	42
2023 Q4	$953K	Sell	8,069 -17	-0.2%	-$1.9K	0.22%	47
2023 Q3	$867K	Hold	8,086	–	–	0.22%	45
2023 Q2	$881K	Sell	8,086 -145	-2%	-$14.8K	0.22%	47
2023 Q1	$931K	Hold	8,231	–	–	0.24%	44
2022 Q4	$783K	Hold	8,231	–	–	0.22%	47
2022 Q3	$828K	Hold	8,231	–	–	0.24%	42
2022 Q2	$712K	Hold	8,231	–	–	0.23%	46
2022 Q1	$738K	Sell	8,231 -50	-0.6%	-$3.37K	0.23%	42
2021 Q4	$503K	Buy	8,281 +437	+6%	+$27.3K	0.15%	50
2021 Q3	$459K	Hold	7,844	–	–	0.14%	51
2021 Q2	$468K	Buy	+7,844	New	+$460K	0.15%	49

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 $3.38T AUM 44.17% 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

Partners in Financial Planning's STLD Position: Q2 2026 in Review

Partners in Financial Planning reduced its Steel Dynamics (STLD) stake by 3.3% in Q2 2026, selling an estimated $51.5K and leaving 6,412 shares worth $1.47M. The position accounts for 0.22% of the portfolio, ranked #39.

Partners in Financial Planning first reported a position in STLD in Q2 2021 and has held it in 21 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Partners in Financial Planning held 6,412 shares of Steel Dynamics worth $1.47M as of Q2 2026.
Partners in Financial Planning sold 220 Steel Dynamics shares in Q2 2026, an estimated $51.5K.
Steel Dynamics made up 0.22% of Partners in Financial Planning's portfolio in Q2 2026, its #39 holding.
Partners in Financial Planning first reported a position in Steel Dynamics in Q2 2021 and has held it in 21 quarters since.
1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.