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Wealth Preservation Advisors’s Steel Dynamics STLD Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-12
Closed -$2.03K – 1177
2025
Q4 		$2.03K Buy
12
+9
+300% +$1.43K ﹤0.01% 520
2025
Q3 		$418 Buy
+3
New +$394 ﹤0.01% 552

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Wealth Preservation Advisors's STLD Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 12 shares — an estimated $2.03K sold.

Wealth Preservation Advisors first reported a position in STLD in Q3 2025 and held it in 2 quarters. The position peaked at $2.03K in Q4 2025. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 12 Steel Dynamics shares in Q1 2026, an estimated $2.03K.
  • Wealth Preservation Advisors first reported a position in Steel Dynamics in Q3 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's Steel Dynamics position peaked at $2.03K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.