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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
2023
Q4 		– Sell
-2,000
Closed -$214 – 713
2023
Q3 		$214 Buy
+2,000
New +$208K ﹤0.01% 630

Other funds holding STLD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Valeo Financial Advisors's STLD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Steel Dynamics (STLD) stake by 52% in Q2 2026, selling an estimated $723K and leaving 2,874 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #385.

Valeo Financial Advisors first reported a position in STLD in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.67M in Q3 2025. 228 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Valeo Financial Advisors held 2,874 shares of Steel Dynamics worth $659K as of Q2 2026.
  • Valeo Financial Advisors sold 3,085 Steel Dynamics shares in Q2 2026, an estimated $723K.
  • Steel Dynamics made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #385 holding.
  • Valeo Financial Advisors first reported a position in Steel Dynamics in Q3 2017 and has held it in 33 quarters since.
  • Valeo Financial Advisors's Steel Dynamics position peaked at $1.67M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.