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Clearstead Advisors’s Worthington Steel WS Stock Holding History

Clearstead Advisors’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 		$303 Buy
+9
New +$345 ﹤0.01% 3072
2025
Q4 		– Sell
-15
Closed -$456 – 3289
2025
Q3 		$456 Buy
+15
New +$479 ﹤0.01% 2749

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

Clearstead Advisors's WS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Worthington Steel (WS) in Q2 2026: 9 shares worth $303. The stake represents ﹤0.01% of the portfolio and ranks #3072 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WS as recently as Q3 2025.

Clearstead Advisors first reported a position in WS in Q3 2025 and has held it in 2 quarters since. The position peaked at $456 in Q3 2025. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Clearstead Advisors held 9 shares of Worthington Steel worth $303 as of Q2 2026.
  • Worthington Steel was a new Clearstead Advisors position in Q2 2026.
  • Worthington Steel made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3072 holding.
  • Clearstead Advisors first reported a position in Worthington Steel in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Worthington Steel position peaked at $456 in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.