Trajan Wealth’s Reliance Steel & Aluminium RS Stock Holding History

Trajan Wealth’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-698	Closed	-$202K	–	156
2025 Q1	$202K	Buy	+698	New	+$200K	0.01%	149
2024 Q4	–	Sell	-702	Closed	-$203K	–	187
2024 Q3	$203K	Buy	+702	New	+$201K	0.01%	179
2024 Q2	–	Sell	-658	Closed	-$220K	–	180
2024 Q1	$220K	Buy	+658	New	+$200K	0.01%	174

Other funds holding RS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Trajan Wealth's RS Position: Q2 2025 in Review

Trajan Wealth sold out of Reliance Steel & Aluminium (RS) in Q2 2025, closing a stake of 698 shares — an estimated $202K sold.

Trajan Wealth first reported a position in RS in Q1 2024 and held it in 3 quarters. The position peaked at $220K in Q1 2024. 618 funds tracked by Wall St. Rank hold RS as of Q2 2025.

Trajan Wealth reported no remaining Reliance Steel & Aluminium position as of Q2 2025 after selling out during the quarter.
Trajan Wealth sold 698 Reliance Steel & Aluminium shares in Q2 2025, an estimated $202K.
Trajan Wealth first reported a position in Reliance Steel & Aluminium in Q1 2024 and held it in 3 quarters.
Trajan Wealth's Reliance Steel & Aluminium position peaked at $220K in Q1 2024.
618 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2025.

Based on Trajan Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.