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United Financial Planning Group’s Steel Dynamics STLD Stock Holding History

United Financial Planning Group’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 		$13.5K Hold
59
– – 0.01% 208
2026
Q1 		$10.6K Buy
+59
New +$10.7K 0.01% 203

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 Financial Planning Group's STLD Position: Q2 2026 in Review

United Financial Planning Group held its Steel Dynamics (STLD) position steady in Q2 2026 at 59 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #208.

United Financial Planning Group first reported a position in STLD in Q1 2026 and has held it in 2 quarters since. 1,020 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • United Financial Planning Group held 59 shares of Steel Dynamics worth $13.5K as of Q2 2026.
  • United Financial Planning Group left its Steel Dynamics share count unchanged in Q2 2026.
  • Steel Dynamics made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #208 holding.
  • United Financial Planning Group first reported a position in Steel Dynamics in Q1 2026 and has held it in 2 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.