Superior Planning, LLC’s Worthington Steel WS Stock Holding History

Superior Planning, LLC’s Portfolio WS Stock Details WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$740	Buy	+21	New	+$737	﹤0.01%	1823

Other funds holding WS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's WS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Worthington Steel (WS) in Q3 2026: 21 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings.

164 funds tracked by Wall St. Rank hold WS as of Q3 2026.

Superior Planning, LLC held 21 shares of Worthington Steel worth $740 as of Q3 2026.
Worthington Steel was a new Superior Planning, LLC position in Q3 2026.
Worthington Steel made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1823 holding.
164 funds tracked by Wall St. Rank held Worthington Steel as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.