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Essential Partners’s Worthington Steel WS Stock Holding History

Essential 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
Q3 		$141 Sell
4
-2
-33% -$70 ﹤0.01% 2655
2026
Q2 		$201 Sell
6
-12
-67% -$460 ﹤0.01% 2636
2026
Q1 		$546 Sell
18
-4
-18% -$155 ﹤0.01% 2407
2025
Q4 		$762 Sell
22
-1
-4% -$33 ﹤0.01% 2113
2025
Q3 		$699 Buy
+23
New +$734 ﹤0.01% 2124

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State of Alaska Department of Revenue
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Park National Corp
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BFA
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Summit Financial Strategies
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TWD
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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's WS Position: Q3 2026 in Review

Essential Partners reduced its Worthington Steel (WS) stake by 33% in Q3 2026, selling an estimated $70 and leaving 4 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Essential Partners first reported a position in WS in Q3 2025 and has held it in 5 quarters since. The position peaked at $762 in Q4 2025. 21 funds tracked by Wall St. Rank hold WS as of Q3 2026.

  • Essential Partners held 4 shares of Worthington Steel worth $141 as of Q3 2026.
  • Essential Partners sold 2 Worthington Steel shares in Q3 2026, an estimated $70.
  • Worthington Steel made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2655 holding.
  • Essential Partners first reported a position in Worthington Steel in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Worthington Steel position peaked at $762 in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Worthington Steel as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.