Whipplewood Advisors’s Steel Dynamics STLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.9K Sell
17
-104
-86% -$24.4K ﹤0.01% 348
2026
Q1
$21.8K Buy
+121
New +$22K 0.01% 380
2025
Q3
Sell
-142
Closed -$18.2K 1039
2025
Q2
$18.2K Buy
142
+136
+2,267% +$17.4K 0.01% 480
2025
Q1
$17K Sell
6
-130
-96% -$16.5K 0.01% 481
2024
Q4
$15.5K Buy
+136
New +$18.1K 0.01% 482

Other funds holding STLD

Whipplewood Advisors's STLD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Steel Dynamics (STLD) stake by 86% in Q2 2026, selling an estimated $24.4K and leaving 17 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Whipplewood Advisors first reported a position in STLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $21.8K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Whipplewood Advisors held 17 shares of Steel Dynamics worth $3.9K as of Q2 2026.
  • Whipplewood Advisors sold 104 Steel Dynamics shares in Q2 2026, an estimated $24.4K.
  • Steel Dynamics made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #348 holding.
  • Whipplewood Advisors first reported a position in Steel Dynamics in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Steel Dynamics position peaked at $21.8K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.