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Root Financial Partners’s Steel Dynamics STLD Stock Holding History

Root Financial Partners’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 		$82.8K Buy
460
+36
+8% +$6.55K ﹤0.01% 640
2025
Q4 		$71.8K Buy
424
+77
+22% +$12.2K ﹤0.01% 588
2025
Q3 		$48.4K Buy
+347
New +$45.5K ﹤0.01% 680

Other funds holding STLD

BlackRock
BlackRock New York $5.72T 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 $41.5B AUM 42.97% 1-Year Est. Return

Root Financial Partners's STLD Position: Q1 2026 in Review

Root Financial Partners increased its Steel Dynamics (STLD) stake by 8.5% in Q1 2026, buying an estimated $6.55K and bringing the position to 460 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Root Financial Partners first reported a position in STLD in Q3 2025 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Root Financial Partners held 460 shares of Steel Dynamics worth $82.8K as of Q1 2026.
  • Root Financial Partners bought 36 Steel Dynamics shares in Q1 2026, an estimated $6.55K.
  • Steel Dynamics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #640 holding.
  • Root Financial Partners first reported a position in Steel Dynamics in Q3 2025 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.