Action Point Financial Planning’s Worthington Steel WS Stock Holding History

Action Point Financial Planning’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 Q2	$4.06K	Buy	+122	New	+$4.68K	﹤0.01%	1912

Other funds holding WS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's WS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Worthington Steel (WS) in Q2 2026: 122 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #1912 among its holdings.

235 funds tracked by Wall St. Rank hold WS as of Q2 2026.

Action Point Financial Planning held 122 shares of Worthington Steel worth $4.06K as of Q2 2026.
Worthington Steel was a new Action Point Financial Planning position in Q2 2026.
Worthington Steel made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1912 holding.
235 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.