USA Financial Formulas’s Steel Dynamics STLD Stock Holding History

USA Financial Formulas’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	$668K	Sell	2,910 -800	-22%	-$187K	0.12%	59
2026 Q1	$668K	Buy	+3,710	New	+$675K	0.13%	58
2023 Q4	–	Sell	-6,522	Closed	-$699K	–	523
2023 Q3	$699K	Hold	6,522	–	–	1.05%	27
2023 Q2	$710K	Sell	6,522 -1,439	-18%	-$146K	1.09%	34
2023 Q1	$900K	Buy	+7,961	New	+$925K	1.46%	24
2022 Q3	–	Sell	-1,639	Closed	-$108K	–	409
2022 Q2	$108K	Buy	+1,639	New	+$131K	0.13%	91
2021 Q4	–	Sell	-1,453	Closed	-$85K	–	484
2021 Q3	$85K	Sell	1,453 -226	-13%	-$14.4K	0.08%	162
2021 Q2	$100K	Buy	+1,679	New	+$98.5K	0.08%	170
2018 Q4	–	Sell	-17,916	Closed	-$823K	–	400
2018 Q3	$823K	Buy	+17,916	New	+$825K	0.21%	77
2017 Q3	–	Sell	-14,663	Closed	-$525K	–	319
2017 Q2	$525K	Buy	+14,663	New	+$508K	0.13%	153
2017 Q1	–	Sell	-18,293	Closed	-$651K	–	332
2016 Q4	$651K	Sell	18,293 -7,516	-29%	-$237K	0.16%	100
2016 Q3	$645K	Buy	+25,809	New	+$659K	0.17%	114
2015 Q1	–	Sell	-17,944	Closed	-$354K	–	234
2014 Q4	$354K	Buy	+17,944	New	+$387K	0.12%	168

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

USA Financial Formulas's STLD Position: Q2 2026 in Review

USA Financial Formulas reduced its Steel Dynamics (STLD) stake by 22% in Q2 2026, selling an estimated $187K and leaving 2,910 shares worth $668K. The position accounts for 0.12% of the portfolio, ranked #59.

USA Financial Formulas first reported a position in STLD in Q4 2014 and has held it in 13 quarters since. The position peaked at $900K in Q1 2023. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

USA Financial Formulas held 2,910 shares of Steel Dynamics worth $668K as of Q2 2026.
USA Financial Formulas sold 800 Steel Dynamics shares in Q2 2026, an estimated $187K.
Steel Dynamics made up 0.12% of USA Financial Formulas's portfolio in Q2 2026, its #59 holding.
USA Financial Formulas first reported a position in Steel Dynamics in Q4 2014 and has held it in 13 quarters since.
USA Financial Formulas's Steel Dynamics position peaked at $900K in Q1 2023.
1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.