Phillips Financial Management’s Steel Dynamics STLD Stock Holding History

Phillips Financial Management’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	$628K	Buy	3,489 +1,679	+93%	+$306K	0.05%	129
2025 Q4	$307K	Buy	1,810 +22	+1%	+$3.49K	0.02%	167
2025 Q3	$249K	Buy	1,788 +8	+0.4%	+$1.05K	0.02%	184
2025 Q2	$228K	Buy	1,780 +14	+0.8%	+$1.79K	0.02%	175
2025 Q1	$221K	Buy	+1,766	New	+$224K	0.02%	173
2024 Q4	–	Sell	-1,684	Closed	-$212K	–	274
2024 Q3	$212K	Sell	1,684 -2	-0.1%	-$243	0.02%	179
2024 Q2	$218K	Buy	1,686 +22	+1%	+$2.94K	0.02%	176
2024 Q1	$247K	Buy	+1,664	New	+$209K	0.02%	161

Other funds holding STLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Phillips Financial Management's STLD Position: Q1 2026 in Review

Phillips Financial Management increased its Steel Dynamics (STLD) stake by 93% in Q1 2026, buying an estimated $306K and bringing the position to 3,489 shares worth $628K. The position accounts for 0.05% of the portfolio, ranked #129.

Phillips Financial Management first reported a position in STLD in Q1 2024 and has held it in 8 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

Phillips Financial Management held 3,489 shares of Steel Dynamics worth $628K as of Q1 2026.
Phillips Financial Management bought 1,679 Steel Dynamics shares in Q1 2026, an estimated $306K.
Steel Dynamics made up 0.05% of Phillips Financial Management's portfolio in Q1 2026, its #129 holding.
Phillips Financial Management first reported a position in Steel Dynamics in Q1 2024 and has held it in 8 quarters since.
932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.