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EverSource Wealth Advisors’s Worthington Steel WS Stock Holding History

EverSource Wealth 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 		$9.77K Sell
291
-285
-49% -$10.9K ﹤0.01% 2930
2026
Q1 		$17.5K Buy
576
+57
+11% +$2.21K ﹤0.01% 2587
2025
Q4 		$18K Sell
519
-50
-9% -$1.64K ﹤0.01% 2455
2025
Q3 		$17.3K Buy
569
+10
+2% +$319 ﹤0.01% 2470
2025
Q2 		$16.7K Buy
559
+382
+216% +$9.83K ﹤0.01% 2439
2025
Q1 		$4.48K Buy
177
+169
+2,113% +$4.76K ﹤0.01% 2551
2024
Q4 		$255 Buy
+8
New +$312 ﹤0.01% 3376

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

EverSource Wealth Advisors's WS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Worthington Steel (WS) stake by 49% in Q2 2026, selling an estimated $10.9K and leaving 291 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

EverSource Wealth Advisors first reported a position in WS in Q4 2024 and has held it in 7 quarters since. The position peaked at $18K in Q4 2025. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • EverSource Wealth Advisors held 291 shares of Worthington Steel worth $9.77K as of Q2 2026.
  • EverSource Wealth Advisors sold 285 Worthington Steel shares in Q2 2026, an estimated $10.9K.
  • Worthington Steel made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2930 holding.
  • EverSource Wealth Advisors first reported a position in Worthington Steel in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Worthington Steel position peaked at $18K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.