Integrated Wealth Concepts’s Worthington Steel WS Stock Holding History

Integrated Wealth Concepts’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	$10.5K	Buy	+312	New	+$12K	﹤0.01%	4524

Other funds holding WS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integrated Wealth Concepts's WS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Worthington Steel (WS) in Q2 2026: 312 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #4524 among its holdings.

236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

Integrated Wealth Concepts held 312 shares of Worthington Steel worth $10.5K as of Q2 2026.
Worthington Steel was a new Integrated Wealth Concepts position in Q2 2026.
Worthington Steel made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4524 holding.
236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.