Principia Wealth Advisory’s Steel Dynamics STLD Stock Holding History

Principia Wealth Advisory’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	$1.84K	Buy	8 +2	+33%	+$468	﹤0.01%	614
2026 Q1	$1.08K	Hold	6	–	–	﹤0.01%	691
2025 Q4	$1.02K	Hold	6	–	–	﹤0.01%	662
2025 Q3	$837	Hold	6	–	–	﹤0.01%	696
2025 Q2	$768	Buy	6 +4	+200%	+$511	﹤0.01%	641
2025 Q1	$245	Sell	2 -4	-67%	-$507	﹤0.01%	751
2024 Q4	$684	Buy	+6	New	+$797	﹤0.01%	449

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

Principia Wealth Advisory's STLD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Steel Dynamics (STLD) stake by 33% in Q2 2026, buying an estimated $468 and bringing the position to 8 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Principia Wealth Advisory first reported a position in STLD in Q4 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Principia Wealth Advisory held 8 shares of Steel Dynamics worth $1.84K as of Q2 2026.
Principia Wealth Advisory bought 2 Steel Dynamics shares in Q2 2026, an estimated $468.
Steel Dynamics made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #614 holding.
Principia Wealth Advisory first reported a position in Steel Dynamics in Q4 2024 and has held it in 7 quarters since.
1,020 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.