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 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

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

Partners in Financial Planning's STLD Position: Q1 2026 in Review

Partners in Financial Planning reduced its Steel Dynamics (STLD) stake by 4.8% in Q1 2026, selling an estimated $61.5K and leaving 6,632 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #44.

Partners in Financial Planning first reported a position in STLD in Q2 2021 and has held it in 20 quarters since. 936 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Partners in Financial Planning held 6,632 shares of Steel Dynamics worth $1.19M as of Q1 2026.
Partners in Financial Planning sold 338 Steel Dynamics shares in Q1 2026, an estimated $61.5K.
Steel Dynamics made up 0.2% of Partners in Financial Planning's portfolio in Q1 2026, its #44 holding.
Partners in Financial Planning first reported a position in Steel Dynamics in Q2 2021 and has held it in 20 quarters since.
936 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.