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IFP Advisors’s Worthington Steel WS Stock Holding History

IFP 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 		$437 Sell
13
-1
-7% -$38 ﹤0.01% 4708
2026
Q1 		$425 Hold
14
– – ﹤0.01% 4457
2025
Q4 		$485 Hold
14
– – ﹤0.01% 4291
2025
Q3 		$425 Buy
+14
New +$447 ﹤0.01% 4224
2025
Q2 		– Sell
-186
Closed -$4.79K – 3783
2025
Q1 		$4.91K Hold
186
– – ﹤0.01% 2846
2024
Q4 		$6.17K Sell
186
-4
-2% -$156 ﹤0.01% 2715
2024
Q3 		$6.46K Hold
190
– – ﹤0.01% 2587
2024
Q2 		$6.34K Hold
190
– – ﹤0.01% 2493
2024
Q1 		$6.81K Hold
190
– – ﹤0.01% 2369
2023
Q4 		$5.34K Buy
+190
New +$5.21K ﹤0.01% 2401

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

IFP Advisors's WS Position: Q2 2026 in Review

IFP Advisors reduced its Worthington Steel (WS) stake by 7.1% in Q2 2026, selling an estimated $38 and leaving 13 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #4708.

IFP Advisors first reported a position in WS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.81K in Q1 2024. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • IFP Advisors held 13 shares of Worthington Steel worth $437 as of Q2 2026.
  • IFP Advisors sold 1 Worthington Steel share in Q2 2026, an estimated $38.
  • Worthington Steel made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4708 holding.
  • IFP Advisors first reported a position in Worthington Steel in Q4 2023 and has held it in 10 quarters since.
  • IFP Advisors's Worthington Steel position peaked at $6.81K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.