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Waverly Advisors’s Steel Dynamics STLD Stock Holding History

Waverly 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 		$555K Sell
2,418
-517
-18% -$121K ﹤0.01% 1126
2026
Q1 		$528K Buy
2,935
+783
+36% +$143K ﹤0.01% 1058
2025
Q4 		$365K Buy
2,152
+412
+24% +$65.4K ﹤0.01% 1131
2025
Q3 		$243K Buy
+1,740
New +$228K ﹤0.01% 1127

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 $3.38T AUM 44.17% 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

Waverly Advisors's STLD Position: Q2 2026 in Review

Waverly Advisors reduced its Steel Dynamics (STLD) stake by 18% in Q2 2026, selling an estimated $121K and leaving 2,418 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Waverly Advisors first reported a position in STLD in Q3 2025 and has held it in 4 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Waverly Advisors held 2,418 shares of Steel Dynamics worth $555K as of Q2 2026.
  • Waverly Advisors sold 517 Steel Dynamics shares in Q2 2026, an estimated $121K.
  • Steel Dynamics made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1126 holding.
  • Waverly Advisors first reported a position in Steel Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.