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Simplicity Wealth’s Steel Dynamics STLD Stock Holding History

Simplicity Wealth’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
2025
Q2 		– Sell
-2,373
Closed -$297K – 658
2025
Q1 		$297K Sell
2,373
-831
-26% -$105K 0.02% 432
2024
Q4 		$365K Sell
3,204
-100
-3% -$13.3K 0.08% 204
2024
Q3 		$417K Sell
3,304
-2,780
-46% -$338K 0.04% 331
2024
Q2 		$788K Buy
6,084
+219
+4% +$29.2K 0.02% 601
2024
Q1 		$869K Buy
+5,865
New +$737K 0.02% 561

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplicity Wealth's STLD Position: Q2 2025 in Review

Simplicity Wealth sold out of Steel Dynamics (STLD) in Q2 2025, closing a stake of 2,373 shares — an estimated $297K sold.

Simplicity Wealth first reported a position in STLD in Q1 2024 and held it in 5 quarters. The position peaked at $869K in Q1 2024. 816 funds tracked by Wall St. Rank hold STLD as of Q2 2025.

  • Simplicity Wealth reported no remaining Steel Dynamics position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 2,373 Steel Dynamics shares in Q2 2025, an estimated $297K.
  • Simplicity Wealth first reported a position in Steel Dynamics in Q1 2024 and held it in 5 quarters.
  • Simplicity Wealth's Steel Dynamics position peaked at $869K in Q1 2024.
  • 816 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.