AIM
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Anchor Investment Management’s Worthington Steel WS Stock Holding History

Anchor Investment Management’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 		$33.5K Hold
999
– – ﹤0.01% 694
2026
Q1 		$30.3K Hold
999
– – ﹤0.01% 671
2025
Q4 		$34.6K Hold
999
– – ﹤0.01% 652
2025
Q3 		$30.4K Hold
999
– – ﹤0.01% 673
2025
Q2 		$29.8K Hold
999
– – ﹤0.01% 665
2025
Q1 		$25.3K Hold
999
– – ﹤0.01% 671
2024
Q4 		$31.8K Buy
+999
New +$39K ﹤0.01% 632

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Anchor Investment Management's WS Position: Q2 2026 in Review

Anchor Investment Management held its Worthington Steel (WS) position steady in Q2 2026 at 999 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Anchor Investment Management first reported a position in WS in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.6K in Q4 2025. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Anchor Investment Management held 999 shares of Worthington Steel worth $33.5K as of Q2 2026.
  • Anchor Investment Management left its Worthington Steel share count unchanged in Q2 2026.
  • Worthington Steel made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #694 holding.
  • Anchor Investment Management first reported a position in Worthington Steel in Q4 2024 and has held it in 7 quarters since.
  • Anchor Investment Management's Worthington Steel position peaked at $34.6K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.