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Stiles Financial Services’s Steel Dynamics STLD Stock Holding History

Stiles Financial Services’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 		$4.85M Sell
21,115
-185
-0.9% -$43.3K 1.22% 21
2026
Q1 		$3.83M Sell
21,300
-1,139
-5% -$207K 1.17% 20
2025
Q4 		$3.8M Sell
22,439
-97
-0.4% -$15.4K 1.17% 21
2025
Q3 		$3.14M Buy
22,536
+19
+0.1% +$2.49K 0.99% 27
2025
Q2 		$2.88M Buy
22,517
+807
+4% +$103K 1% 28
2025
Q1 		$2.72M Buy
21,710
+528
+2% +$66.9K 1.04% 27
2024
Q4 		$2.42M Buy
21,182
+1,445
+7% +$192K 0.87% 37
2024
Q3 		$2.49M Buy
19,737
+984
+5% +$120K 0.88% 37
2024
Q2 		$2.43M Buy
18,753
+99
+0.5% +$13.2K 0.93% 34
2024
Q1 		$2.77M Buy
18,654
+709
+4% +$89.1K 1.11% 28
2023
Q4 		$2.12M Buy
17,945
+2,105
+13% +$235K 0.96% 34
2023
Q3 		$1.7M Buy
15,840
+1,756
+12% +$183K 0.88% 34
2023
Q2 		$1.53M Buy
14,084
+2,295
+19% +$234K 0.76% 41
2023
Q1 		$1.33M Buy
11,789
+1,997
+20% +$232K 0.72% 42
2022
Q4 		$957K Buy
+9,792
New +$942K 0.55% 56

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

Stiles Financial Services's STLD Position: Q2 2026 in Review

Stiles Financial Services reduced its Steel Dynamics (STLD) stake by 0.87% in Q2 2026, selling an estimated $43.3K and leaving 21,115 shares worth $4.85M. The position accounts for 1.22% of the portfolio, ranked #21.

Stiles Financial Services first reported a position in STLD in Q4 2022 and has held it in 15 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Stiles Financial Services held 21,115 shares of Steel Dynamics worth $4.85M as of Q2 2026.
  • Stiles Financial Services sold 185 Steel Dynamics shares in Q2 2026, an estimated $43.3K.
  • Steel Dynamics made up 1.22% of Stiles Financial Services's portfolio in Q2 2026, its #21 holding.
  • Stiles Financial Services first reported a position in Steel Dynamics in Q4 2022 and has held it in 15 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.