Rothwell Investment Advisors, LLC’s Worthington Steel WS Stock Holding History

Rothwell Investment Advisors, 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	$19.7K	Buy	+559	New	+$19.6K	0.01%	626

Other funds holding WS

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

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

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

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Worthington Steel (WS) in Q3 2026: 559 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings.

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

Rothwell Investment Advisors, LLC held 559 shares of Worthington Steel worth $19.7K as of Q3 2026.
Worthington Steel was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Worthington Steel made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #626 holding.
105 funds tracked by Wall St. Rank held Worthington Steel as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.