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Fulcrum Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Fulcrum Wealth Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,754
Closed -$2.53M – 76
2025
Q4 		$2.53M Buy
+8,754
New +$2.46M 2.08% 18

Other funds holding RS

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Vanguard Portfolio Management
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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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fulcrum Wealth Advisors's RS Position: Q1 2026 in Review

Fulcrum Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q1 2026, closing a stake of 8,754 shares — an estimated $2.53M sold.

Fulcrum Wealth Advisors first reported a position in RS in Q4 2025 and held it in 1 quarter. The position peaked at $2.53M in Q4 2025. 643 funds tracked by Wall St. Rank hold RS as of Q1 2026.

  • Fulcrum Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q1 2026 after selling out during the quarter.
  • Fulcrum Wealth Advisors sold 8,754 Reliance Steel & Aluminium shares in Q1 2026, an estimated $2.53M.
  • Fulcrum Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q4 2025 and held it in 1 quarter.
  • Fulcrum Wealth Advisors's Reliance Steel & Aluminium position peaked at $2.53M in Q4 2025.
  • 643 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.