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LeClair Wealth Partners’s Worthington Steel WS Stock Holding History

LeClair Wealth Partners’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 		$1.99M Buy
+59,170
New +$2.27M 1.03% 30
2026
Q1 		– Sell
-58,314
Closed -$2.02M – 197
2025
Q4 		$2.02M Hold
58,314
– – 1.17% 26
2025
Q3 		$1.77M Hold
58,314
– – 1.1% 24
2025
Q2 		$1.74M Hold
58,314
– – 1.18% 22
2025
Q1 		$1.48M Hold
58,314
– – 1.06% 24
2024
Q4 		$1.86M Buy
+58,314
New +$2.27M 1.24% 21

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

LeClair Wealth Partners's WS Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Worthington Steel (WS) in Q2 2026: 59,170 shares worth $1.99M. The stake represents 1.03% of the portfolio and ranks #30 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in WS as recently as Q4 2025.

LeClair Wealth Partners first reported a position in WS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q4 2025. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • LeClair Wealth Partners held 59,170 shares of Worthington Steel worth $1.99M as of Q2 2026.
  • Worthington Steel was a new LeClair Wealth Partners position in Q2 2026.
  • Worthington Steel made up 1.03% of LeClair Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • LeClair Wealth Partners first reported a position in Worthington Steel in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Worthington Steel position peaked at $2.02M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.