Wambolt & Associates’s Steel Dynamics STLD Stock Holding History

Wambolt & Associates’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
2025 Q2	$2.22M	Sell	17,057 -1,576	-8%	-$201K	0.75%	45
2025 Q1	$2.31M	Sell	18,633 -66	-0.4%	-$8.37K	0.78%	45
2024 Q4	$2.13M	Sell	18,699 -2,807	-13%	-$373K	0.68%	48
2024 Q3	$2.78M	Buy	21,506 +2,273	+12%	+$276K	0.76%	45
2024 Q2	$2.48M	Buy	19,233 +1,583	+9%	+$211K	0.72%	47
2024 Q1	$2.63M	Buy	17,650 +3,655	+26%	+$460K	0.79%	40
2023 Q4	$1.65M	Buy	13,995 +2,577	+23%	+$287K	0.54%	56
2023 Q3	$1.21M	Buy	11,418 +1,969	+21%	+$205K	0.44%	77
2023 Q2	$1.03M	Buy	9,449 +1,277	+16%	+$130K	0.37%	102
2023 Q1	$925K	Buy	+8,172	New	+$950K	0.33%	109

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wambolt & Associates's STLD Position: Q2 2025 in Review

Wambolt & Associates reduced its Steel Dynamics (STLD) stake by 8.5% in Q2 2025, selling an estimated $201K and leaving 17,057 shares worth $2.22M. The position accounts for 0.75% of the portfolio, ranked #45.

Wambolt & Associates first reported a position in STLD in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.78M in Q3 2024. 816 funds tracked by Wall St. Rank hold STLD as of Q2 2025.

Wambolt & Associates held 17,057 shares of Steel Dynamics worth $2.22M as of Q2 2025.
Wambolt & Associates sold 1,576 Steel Dynamics shares in Q2 2025, an estimated $201K.
Steel Dynamics made up 0.75% of Wambolt & Associates's portfolio in Q2 2025, its #45 holding.
Wambolt & Associates first reported a position in Steel Dynamics in Q1 2023 and has held it in 10 quarters since.
Wambolt & Associates's Steel Dynamics position peaked at $2.78M in Q3 2024.
816 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.