TriaGen Wealth Management’s Steel Dynamics STLD Stock Holding History

TriaGen Wealth Management’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	$2.59M	Sell	11,269 -26	-0.2%	-$6.09K	0.65%	34
2026 Q1	$2.03M	Sell	11,295 -722	-6%	-$131K	0.56%	43
2025 Q4	$2.04M	Buy	+12,017	New	+$1.91M	0.53%	52
2023 Q4	–	Sell	-6,221	Closed	-$667K	–	174
2023 Q3	$667K	Buy	6,221 +176	+3%	+$18.3K	0.34%	70
2023 Q2	$658K	Sell	6,045 -3,502	-37%	-$356K	0.3%	79
2023 Q1	$1.08M	Buy	9,547 +1,496	+19%	+$174K	0.54%	55
2022 Q4	$787K	Buy	+8,051	New	+$775K	0.44%	64
2022 Q2	–	Sell	-9,334	Closed	-$779K	–	191
2022 Q1	$779K	Buy	+9,334	New	+$630K	0.4%	74
2021 Q4	–	Sell	-5,171	Closed	-$302K	–	200
2021 Q3	$302K	Sell	5,171 -35	-0.7%	-$2.24K	0.16%	143
2021 Q2	$336K	Buy	+5,206	New	+$305K	0.17%	135

Other funds holding STLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCIP

Life Cycle Investment Partners London $21.4B AUM

TriaGen Wealth Management's STLD Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Steel Dynamics (STLD) stake by 0.23% in Q2 2026, selling an estimated $6.09K and leaving 11,269 shares worth $2.59M. The position accounts for 0.65% of the portfolio, ranked #34.

TriaGen Wealth Management first reported a position in STLD in Q2 2021 and has held it in 10 quarters since. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

TriaGen Wealth Management held 11,269 shares of Steel Dynamics worth $2.59M as of Q2 2026.
TriaGen Wealth Management sold 26 Steel Dynamics shares in Q2 2026, an estimated $6.09K.
Steel Dynamics made up 0.65% of TriaGen Wealth Management's portfolio in Q2 2026, its #34 holding.
TriaGen Wealth Management first reported a position in Steel Dynamics in Q2 2021 and has held it in 10 quarters since.
1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.