Wealth Enhancement Advisory Services
STLD icon

Wealth Enhancement Advisory Services’s Steel Dynamics STLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.38M Buy
23,549
+1,391
+6% +$326K 0.01% 962
2026
Q1 		$3.99M Sell
22,158
-8,661
-28% -$1.58M 0.01% 1010
2025
Q4 		$5.32M Sell
30,819
-379
-1% -$60.2K 0.01% 979
2025
Q3 		$4.45M Sell
31,198
-1,790
-5% -$235K 0.01% 1005
2025
Q2 		$4.4M Buy
32,988
+5,477
+20% +$699K 0.01% 958
2025
Q1 		$3.44M Buy
27,511
+6,604
+32% +$837K 0.01% 989
2024
Q4 		$2.38M Buy
20,907
+10,716
+105% +$1.42M ﹤0.01% 1091
2024
Q3 		$1.28M Buy
10,191
+360
+4% +$43.7K ﹤0.01% 1267
2024
Q2 		$1.27M Sell
9,831
-20,656
-68% -$2.76M ﹤0.01% 1169
2024
Q1 		$4.52M Buy
30,487
+1,364
+5% +$171K 0.01% 692
2023
Q4 		$3.44M Buy
29,123
+6,229
+27% +$694K 0.01% 715
2023
Q3 		$2.45M Sell
22,894
-3,153
-12% -$328K 0.01% 790
2023
Q2 		$2.84M Sell
26,047
-2,156
-8% -$219K 0.03% 169
2023
Q1 		$3.19M Buy
28,203
+11,103
+65% +$1.29M 0.04% 165
2022
Q4 		$2.04M Buy
+17,100
New +$1.65M 0.03% 174
2017
Q2 		– Sell
-23,117
Closed -$798K – 187
2017
Q1 		$798K Buy
+23,117
New +$824K 0.08% 115
2016
Q3 		– Sell
-64,239
Closed -$1.57M – 174
2016
Q2 		$1.57M Buy
64,239
+4,327
+7% +$106K 0.28% 51
2016
Q1 		$1.35M Buy
59,912
+8,460
+16% +$159K 0.27% 51
2015
Q4 		$919K Buy
51,452
+20,505
+66% +$367K 0.23% 97
2015
Q3 		$590K Buy
30,947
+9,804
+46% +$190K 0.18% 115
2015
Q2 		$438K Buy
+21,143
New +$455K 0.14% 115

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

Wealth Enhancement Advisory Services's STLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Steel Dynamics (STLD) stake by 6.3% in Q2 2026, buying an estimated $326K and bringing the position to 23,549 shares worth $5.38M. The position accounts for 0.01% of the portfolio, ranked #962.

Wealth Enhancement Advisory Services first reported a position in STLD in Q2 2015 and has held it in 21 quarters since. 1,021 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,549 shares of Steel Dynamics worth $5.38M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,391 Steel Dynamics shares in Q2 2026, an estimated $326K.
  • Steel Dynamics made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #962 holding.
  • Wealth Enhancement Advisory Services first reported a position in Steel Dynamics in Q2 2015 and has held it in 21 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.