Creative Planning
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Creative Planning’s Worthington Steel WS Stock Holding History

Creative 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 		$1.82M Buy
54,167
+3,284
+6% +$126K ﹤0.01% 2173
2026
Q1 		$1.54M Buy
50,883
+16,788
+49% +$651K ﹤0.01% 2114
2025
Q4 		$1.18M Buy
34,095
+15,515
+84% +$510K ﹤0.01% 2162
2025
Q3 		$565K Buy
18,580
+3,751
+25% +$120K ﹤0.01% 2606
2025
Q2 		$442K Buy
14,829
+189
+1% +$4.87K ﹤0.01% 2574
2025
Q1 		$371K Buy
14,640
+2,898
+25% +$81.7K ﹤0.01% 2569
2024
Q4 		$374K Buy
11,742
+320
+3% +$12.5K ﹤0.01% 2493
2024
Q3 		$388K Buy
11,422
+95
+0.8% +$3.26K ﹤0.01% 2314
2024
Q2 		$378K Sell
11,327
-414
-4% -$13.6K ﹤0.01% 2177
2024
Q1 		$421K Sell
11,741
-403
-3% -$12.2K ﹤0.01% 1986
2023
Q4 		$341K Buy
+12,144
New +$333K ﹤0.01% 2000

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

Creative Planning's WS Position: Q2 2026 in Review

Creative Planning increased its Worthington Steel (WS) stake by 6.5% in Q2 2026, buying an estimated $126K and bringing the position to 54,167 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Creative Planning first reported a position in WS in Q4 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Creative Planning held 54,167 shares of Worthington Steel worth $1.82M as of Q2 2026.
  • Creative Planning bought 3,284 Worthington Steel shares in Q2 2026, an estimated $126K.
  • Worthington Steel made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2173 holding.
  • Creative Planning first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.