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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
Q2 		$841K Buy
3,663
+174
+5% +$40.8K 0.06% 115
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

Phillips Financial Management's STLD Position: Q2 2026 in Review

Phillips Financial Management increased its Steel Dynamics (STLD) stake by 5% in Q2 2026, buying an estimated $40.8K and bringing the position to 3,663 shares worth $841K. The position accounts for 0.06% of the portfolio, ranked #115.

Phillips Financial Management first reported a position in STLD in Q1 2024 and has held it in 9 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Phillips Financial Management held 3,663 shares of Steel Dynamics worth $841K as of Q2 2026.
  • Phillips Financial Management bought 174 Steel Dynamics shares in Q2 2026, an estimated $40.8K.
  • Steel Dynamics made up 0.06% of Phillips Financial Management's portfolio in Q2 2026, its #115 holding.
  • Phillips Financial Management first reported a position in Steel Dynamics in Q1 2024 and has held it in 9 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.