Valued Wealth Advisors
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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
Q3 		$23.5K Sell
106
-2
-2% -$481 0.01% 192
2026
Q2 		$24.8K Buy
108
+6
+6% +$1.4K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Valued Wealth Advisors's STLD Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Steel Dynamics (STLD) stake by 1.9% in Q3 2026, selling an estimated $481 and leaving 106 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #192.

Valued Wealth Advisors first reported a position in STLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $24.8K in Q2 2026. 647 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Valued Wealth Advisors held 106 shares of Steel Dynamics worth $23.5K as of Q3 2026.
  • Valued Wealth Advisors sold 2 Steel Dynamics shares in Q3 2026, an estimated $481.
  • Steel Dynamics made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #192 holding.
  • Valued Wealth Advisors first reported a position in Steel Dynamics in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Steel Dynamics position peaked at $24.8K in Q2 2026.
  • 647 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.