Physician Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Physician Wealth 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
2026 Q2	$5.05K	Buy	22 +11	+100%	+$2.58K	﹤0.01%	1091
2026 Q1	$1.98K	Hold	11	–	–	﹤0.01%	1362
2025 Q4	$1.86K	Sell	11 -53	-83%	-$8.42K	﹤0.01%	1320
2025 Q3	$8.92K	Buy	64 +46	+256%	+$6.04K	﹤0.01%	771
2025 Q2	$2.31K	Buy	+18	New	+$2.3K	﹤0.01%	996

Other funds holding STLD

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Physician Wealth Advisors's STLD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Steel Dynamics (STLD) stake by 100% in Q2 2026, buying an estimated $2.58K and bringing the position to 22 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Physician Wealth Advisors first reported a position in STLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.92K in Q3 2025. 459 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Physician Wealth Advisors held 22 shares of Steel Dynamics worth $5.05K as of Q2 2026.
Physician Wealth Advisors bought 11 Steel Dynamics shares in Q2 2026, an estimated $2.58K.
Steel Dynamics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1091 holding.
Physician Wealth Advisors first reported a position in Steel Dynamics in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Steel Dynamics position peaked at $8.92K in Q3 2025.
459 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.