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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$124K Sell
540
-18
-3% -$4.22K 0.01% 754
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 0.04% 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 1732
2020
Q4
$133K Buy
+3,605
New +$125K 0.03% 378

Other funds holding STLD

Pinnacle Wealth Planning Services's STLD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Steel Dynamics (STLD) stake by 3.2% in Q2 2026, selling an estimated $4.22K and leaving 540 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #754.

Pinnacle Wealth Planning Services first reported a position in STLD in Q4 2020 and has held it in 9 quarters since. The position peaked at $296K in Q1 2022. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 540 shares of Steel Dynamics worth $124K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 18 Steel Dynamics shares in Q2 2026, an estimated $4.22K.
  • Steel Dynamics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #754 holding.
  • Pinnacle Wealth Planning Services first reported a position in Steel Dynamics in Q4 2020 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's Steel Dynamics position peaked at $296K in Q1 2022.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.