PWPS
STLD icon

Pinnacle Wealth Planning Services’s Steel Dynamics STLD Stock Holding History

Pinnacle Wealth Planning Services’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 		$100K Buy
558
+3
+0.5% +$546 0.01% 798
2025
Q4 		$94K Buy
+555
New +$88.1K 0.01% 811
2022
Q3 		– Sell
-3,260
Closed -$216K – 444
2022
Q2 		$216K Sell
3,260
-283
-8% -$22.7K 0.04% 330
2022
Q1 		$296K Sell
3,543
-83
-2% -$5.6K 0.05% 273
2021
Q4 		$225K Sell
3,626
-49
-1% -$3.06K 0.05% 332
2021
Q3 		$215K Buy
3,675
+28
+0.8% +$1.79K 0.05% 316
2021
Q2 		$217K Buy
+3,647
New +$214K 0.05% 304
2021
Q1 		– Sell
-3,605
Closed -$133K – 1734
2020
Q4 		$133K Buy
+3,605
New +$125K 0.03% 378

Other funds holding STLD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return