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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
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 $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

Stiles Financial Services's STLD Position: Q1 2026 in Review

Stiles Financial Services reduced its Steel Dynamics (STLD) stake by 5.1% in Q1 2026, selling an estimated $207K and leaving 21,300 shares worth $3.83M. The position accounts for 1.17% of the portfolio, ranked #20.

Stiles Financial Services first reported a position in STLD in Q4 2022 and has held it in 14 quarters since. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Stiles Financial Services held 21,300 shares of Steel Dynamics worth $3.83M as of Q1 2026.
  • Stiles Financial Services sold 1,139 Steel Dynamics shares in Q1 2026, an estimated $207K.
  • Steel Dynamics made up 1.17% of Stiles Financial Services's portfolio in Q1 2026, its #20 holding.
  • Stiles Financial Services first reported a position in Steel Dynamics in Q4 2022 and has held it in 14 quarters since.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.