Cerity Partners’s Worthington Steel WS Stock Holding History

Cerity Partners’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	$215K	Sell	6,408 -1,594	-20%	-$61.1K	﹤0.01%	3010
2026 Q1	$243K	Sell	8,002 -225	-3%	-$8.72K	﹤0.01%	2759
2025 Q4	$285K	Sell	8,227 -712	-8%	-$23.4K	﹤0.01%	2442
2025 Q3	$272K	Buy	8,939 +540	+6%	+$17.2K	﹤0.01%	2342
2025 Q2	$251K	Sell	8,399 -15,934	-65%	-$410K	﹤0.01%	2242
2025 Q1	$616K	Buy	24,333 +16,896	+227%	+$476K	﹤0.01%	1651
2024 Q4	$240K	Sell	7,437 -1,608	-18%	-$62.7K	﹤0.01%	2146
2024 Q3	$308K	Buy	9,045 +2,072	+30%	+$71.2K	﹤0.01%	2047
2024 Q2	$233K	Buy	6,973 +106	+2%	+$3.47K	﹤0.01%	1956
2024 Q1	$246K	Buy	+6,867	New	+$208K	﹤0.01%	1985

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

Cerity Partners's WS Position: Q2 2026 in Review

Cerity Partners reduced its Worthington Steel (WS) stake by 20% in Q2 2026, selling an estimated $61.1K and leaving 6,408 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Cerity Partners first reported a position in WS in Q1 2024 and has held it in 10 quarters since. The position peaked at $616K in Q1 2025. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

Cerity Partners held 6,408 shares of Worthington Steel worth $215K as of Q2 2026.
Cerity Partners sold 1,594 Worthington Steel shares in Q2 2026, an estimated $61.1K.
Worthington Steel made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3010 holding.
Cerity Partners first reported a position in Worthington Steel in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's Worthington Steel position peaked at $616K in Q1 2025.
236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.