GWM
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Gilpin Wealth Management’s Worthington Steel WS Stock Holding History

Gilpin Wealth Management’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 		$212 Sell
6
-1
-14% -$35 ﹤0.01% 1104
2026
Q2 		$236 Sell
7
-2
-22% -$77 ﹤0.01% 880
2026
Q1 		$274 Buy
9
+7
+350% +$271 ﹤0.01% 786
2025
Q4 		$70 Buy
+2
New +$66 ﹤0.01% 903

Other funds holding WS

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Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's WS Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Worthington Steel (WS) stake by 14% in Q3 2026, selling an estimated $35 and leaving 6 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Gilpin Wealth Management first reported a position in WS in Q4 2025 and has held it in 4 quarters since. The position peaked at $274 in Q1 2026. 8 funds tracked by Wall St. Rank hold WS as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Worthington Steel worth $212 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Worthington Steel share in Q3 2026, an estimated $35.
  • Worthington Steel made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1104 holding.
  • Gilpin Wealth Management first reported a position in Worthington Steel in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Worthington Steel position peaked at $274 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Worthington Steel as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.