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Wilkerson Advisory Group’s Steel Dynamics STLD Stock Holding History

Wilkerson Advisory Group’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 		$2.52K Buy
11
+4
+57% +$937 ﹤0.01% 539
2026
Q1 		$1.26K Sell
7
-24
-77% -$4.37K ﹤0.01% 560
2025
Q4 		$5.25K Buy
+31
New +$4.92K ﹤0.01% 430

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

Wilkerson Advisory Group's STLD Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Steel Dynamics (STLD) stake by 57% in Q2 2026, buying an estimated $937 and bringing the position to 11 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Wilkerson Advisory Group first reported a position in STLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.25K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Wilkerson Advisory Group held 11 shares of Steel Dynamics worth $2.52K as of Q2 2026.
  • Wilkerson Advisory Group bought 4 Steel Dynamics shares in Q2 2026, an estimated $937.
  • Steel Dynamics made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #539 holding.
  • Wilkerson Advisory Group first reported a position in Steel Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Steel Dynamics position peaked at $5.25K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.