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Valued Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Valued Wealth 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 		$24.8K Buy
108
+6
+6% +$1.41K 0.01% 173
2026
Q1 		$18.3K Buy
102
+6
+6% +$1.09K 0.01% 183
2025
Q4 		$16.2K Buy
96
+1
+1% +$159 0.01% 179
2025
Q3 		$13.3K Buy
95
+2
+2% +$262 0.01% 190
2025
Q2 		$12K Sell
93
-38
-29% -$4.85K 0.01% 195
2025
Q1 		$16.5K Buy
131
+11
+9% +$1.39K 0.01% 172
2024
Q4 		$13.7K Buy
120
+29
+32% +$3.85K 0.01% 190
2024
Q3 		$11.5K Sell
91
-60
-40% -$7.29K 0.01% 195
2024
Q2 		$19.6K Buy
151
+13
+9% +$1.74K 0.01% 137
2024
Q1 		$20.5K Buy
138
+68
+97% +$8.55K 0.01% 124
2023
Q4 		$7.54K Buy
+70
New +$7.8K 0.01% 149

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

Valued Wealth Advisors's STLD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Steel Dynamics (STLD) stake by 5.9% in Q2 2026, buying an estimated $1.41K and bringing the position to 108 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #173.

Valued Wealth Advisors first reported a position in STLD in Q4 2023 and has held it in 11 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Valued Wealth Advisors held 108 shares of Steel Dynamics worth $24.8K as of Q2 2026.
  • Valued Wealth Advisors bought 6 Steel Dynamics shares in Q2 2026, an estimated $1.41K.
  • Steel Dynamics made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • Valued Wealth Advisors first reported a position in Steel Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.