VFA
STLD icon

Valeo Financial Advisors’s Steel Dynamics STLD Stock Holding History

Valeo 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
Q3 		$754K Buy
3,404
+530
+18% +$127K 0.02% 358
2026
Q2 		$659K Sell
2,874
-3,085
-52% -$723K 0.01% 385
2026
Q1 		$1.07M Sell
5,959
-675
-10% -$123K 0.03% 261
2025
Q4 		$1.12M Sell
6,634
-5,328
-45% -$846K 0.03% 280
2025
Q3 		$1.67M Sell
11,962
-457
-4% -$60K 0.04% 197
2025
Q2 		$1.59M Buy
12,419
+6,732
+118% +$859K 0.04% 203
2025
Q1 		$711K Buy
5,687
+414
+8% +$52.5K 0.02% 329
2024
Q4 		$601K Buy
5,273
+445
+9% +$59.1K 0.02% 369
2024
Q3 		$609K Buy
4,828
+1,498
+45% +$182K 0.02% 364
2024
Q2 		$431K Sell
3,330
-201
-6% -$26.8K 0.01% 429
2024
Q1 		$459K Buy
3,531
+7
+0.2% +$880 0.02% 401
2023
Q4 		$416K Sell
3,524
-151
-4% -$16.8K 0.02% 410
2023
Q3 		$394K Buy
3,675
+153
+4% +$15.9K 0.02% 391
2023
Q2 		$384K Sell
3,522
-784
-18% -$79.8K 0.02% 371
2023
Q1 		$487K Buy
4,306
+576
+15% +$67K 0.02% 345
2022
Q4 		$364K Buy
+3,730
New +$359K 0.02% 338
2022
Q2 		– Sell
-5,089
Closed -$425K – 640
2022
Q1 		$425K Buy
5,089
+1,598
+46% +$108K 0.02% 364
2021
Q4 		$217K Sell
3,491
-71
-2% -$4.44K 0.01% 499
2021
Q3 		$208K Buy
+3,562
New +$228K 0.01% 491
2021
Q2 		– Sell
-1,408
Closed -$71K – 1657
2021
Q1 		$71K Buy
1,408
+834
+145% +$35.2K ﹤0.01% 736
2020
Q4 		$21K Sell
574
-250
-30% -$8.68K ﹤0.01% 1018
2020
Q3 		$24K Sell
824
-180
-18% -$5.17K ﹤0.01% 880
2020
Q2 		$26K Buy
1,004
+19
+2% +$475 ﹤0.01% 968
2020
Q1 		$24K Sell
985
-2,148
-69% -$58.8K ﹤0.01% 848
2019
Q4 		$107K Buy
3,133
+3
+0.1% +$96 0.01% 448
2019
Q3 		$93K Buy
3,130
+502
+19% +$14.8K 0.01% 449
2019
Q2 		$79K Buy
2,628
+1,502
+133% +$45.9K 0.01% 480
2019
Q1 		$40K Buy
1,126
+2
+0.2% +$71 ﹤0.01% 614
2018
Q4 		$34K Buy
1,124
+300
+36% +$11.3K ﹤0.01% 589
2018
Q3 		$33K Hold
824
– – ﹤0.01% 645
2018
Q2 		$36K Buy
824
+461
+127% +$21.8K 0.01% 619
2018
Q1 		$16K Buy
363
+113
+45% +$5.2K ﹤0.01% 799
2017
Q4 		$11K Hold
250
– – ﹤0.01% 819
2017
Q3 		$9K Buy
+250
New +$8.77K ﹤0.01% 735

Other funds holding STLD

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Valeo Financial Advisors's STLD Position: Q3 2026 in Review

Valeo Financial Advisors increased its Steel Dynamics (STLD) stake by 18% in Q3 2026, buying an estimated $127K and bringing the position to 3,404 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #358.

Valeo Financial Advisors first reported a position in STLD in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.67M in Q3 2025. 44 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Valeo Financial Advisors held 3,404 shares of Steel Dynamics worth $754K as of Q3 2026.
  • Valeo Financial Advisors bought 530 Steel Dynamics shares in Q3 2026, an estimated $127K.
  • Steel Dynamics made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #358 holding.
  • Valeo Financial Advisors first reported a position in Steel Dynamics in Q3 2017 and has held it in 34 quarters since.
  • Valeo Financial Advisors's Steel Dynamics position peaked at $1.67M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.