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United Capital Financial Advisors’s Steel Dynamics STLD Stock Holding History

United Capital Financial Advisors’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 		$1.12M Sell
4,880
-467
-9% -$109K 0.01% 759
2026
Q1 		$962K Buy
5,347
+502
+10% +$91.4K 0.01% 771
2025
Q4 		$821K Buy
4,845
+195
+4% +$31K ﹤0.01% 803
2025
Q3 		$648K Sell
4,650
-137
-3% -$18K ﹤0.01% 785
2025
Q2 		$613K Sell
4,787
-9
-0.2% -$1.15K ﹤0.01% 730
2025
Q1 		$600K Buy
4,796
+445
+10% +$56.4K 0.01% 693
2024
Q4 		$496K Buy
4,351
+47
+1% +$6.25K ﹤0.01% 737
2024
Q3 		$543K Sell
4,304
-580
-12% -$70.5K ﹤0.01% 707
2024
Q2 		$632K Sell
4,884
-289
-6% -$38.6K 0.01% 647
2024
Q1 		$767K Sell
5,173
-198
-4% -$24.9K 0.01% 627
2023
Q4 		$634K Buy
+5,371
New +$599K 0.01% 671
2019
Q3 		– Sell
-6,804
Closed -$205K – 1466
2019
Q2 		$205K Sell
6,804
-111,242
-94% -$3.4M ﹤0.01% 1359
2019
Q1 		$4.16M Buy
118,046
+10,902
+10% +$387K 0.03% 451
2018
Q4 		$3.22M Buy
107,144
+8,965
+9% +$339K 0.03% 456
2018
Q3 		$4.44M Buy
98,179
+69,057
+237% +$3.18M 0.03% 454
2018
Q2 		$1.34M Sell
29,122
-5,472
-16% -$259K 0.01% 688
2018
Q1 		$1.53M Buy
34,594
+312
+0.9% +$14.4K 0.01% 658
2017
Q4 		$1.48M Sell
34,282
-7,160
-17% -$275K 0.01% 678
2017
Q3 		$1.43M Sell
41,442
-5,475
-12% -$192K 0.01% 668
2017
Q2 		$1.68M Buy
+46,917
New +$1.63M 0.02% 625

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

United Capital Financial Advisors's STLD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Steel Dynamics (STLD) stake by 8.7% in Q2 2026, selling an estimated $109K and leaving 4,880 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #759.

United Capital Financial Advisors first reported a position in STLD in Q2 2017 and has held it in 20 quarters since. The position peaked at $4.44M in Q3 2018. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • United Capital Financial Advisors held 4,880 shares of Steel Dynamics worth $1.12M as of Q2 2026.
  • United Capital Financial Advisors sold 467 Steel Dynamics shares in Q2 2026, an estimated $109K.
  • Steel Dynamics made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #759 holding.
  • United Capital Financial Advisors first reported a position in Steel Dynamics in Q2 2017 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Steel Dynamics position peaked at $4.44M in Q3 2018.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.