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SFMG Wealth Advisors’s Steel Dynamics STLD Stock Holding History

SFMG 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 		$278K Buy
1,211
+11
+0.9% +$2.58K 0.02% 264
2026
Q1 		$216K Hold
1,200
– – 0.01% 283
2025
Q4 		$203K Buy
+1,200
New +$191K 0.01% 284

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

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

SFMG Wealth Advisors increased its Steel Dynamics (STLD) stake by 0.92% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,211 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #264.

SFMG Wealth Advisors first reported a position in STLD in Q4 2025 and has held it in 3 quarters since. 1,020 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • SFMG Wealth Advisors held 1,211 shares of Steel Dynamics worth $278K as of Q2 2026.
  • SFMG Wealth Advisors bought 11 Steel Dynamics shares in Q2 2026, an estimated $2.58K.
  • Steel Dynamics made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • SFMG Wealth Advisors first reported a position in Steel Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.