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Wealthspire Advisors (New York)’s Steel Dynamics STLD Stock Holding History

Wealthspire Advisors (New York)’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
-1,768
Closed -$300K – 1084
2025
Q4 		$300K Buy
1,768
+1,339
+312% +$213K ﹤0.01% 800
2025
Q3 		$59.8K Buy
+429
New +$56.3K ﹤0.01% 1175
2021
Q2 		– Sell
-10,207
Closed -$518K – 621
2021
Q1 		$518K Buy
10,207
+206
+2% +$8.69K 0.01% 390
2020
Q4 		$369K Buy
+10,001
New +$347K 0.01% 372

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s STLD Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 1,768 shares — an estimated $300K sold.

Wealthspire Advisors (New York) first reported a position in STLD in Q4 2020 and held it in 4 quarters. The position peaked at $518K in Q1 2021. 936 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,768 Steel Dynamics shares in Q1 2026, an estimated $300K.
  • Wealthspire Advisors (New York) first reported a position in Steel Dynamics in Q4 2020 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Steel Dynamics position peaked at $518K in Q1 2021.
  • 936 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.