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WealthPlan Investment Management’s Steel Dynamics STLD Stock Holding History

WealthPlan Investment Management’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 		$329K Buy
1,434
+50
+4% +$11.7K 0.02% 381
2026
Q1 		$249K Buy
1,384
+16
+1% +$2.91K 0.01% 418
2025
Q4 		$232K Buy
+1,368
New +$217K 0.01% 349

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

WealthPlan Investment Management's STLD Position: Q2 2026 in Review

WealthPlan Investment Management increased its Steel Dynamics (STLD) stake by 3.6% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,434 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #381.

WealthPlan Investment Management first reported a position in STLD in Q4 2025 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • WealthPlan Investment Management held 1,434 shares of Steel Dynamics worth $329K as of Q2 2026.
  • WealthPlan Investment Management bought 50 Steel Dynamics shares in Q2 2026, an estimated $11.7K.
  • Steel Dynamics made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #381 holding.
  • WealthPlan Investment Management first reported a position in Steel Dynamics in Q4 2025 and has held it in 3 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.