Lido Advisors
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Lido Advisors’s Worthington Steel WS Stock Holding History

Lido 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 		– Sell
-161,984
Closed -$4.92M – 2282
2026
Q1 		$4.92M Sell
161,984
-6,003
-4% -$233K 0.02% 459
2025
Q4 		$5.11M Hold
167,987
– – 0.02% 459
2025
Q3 		$5.11M Sell
167,987
-3,897
-2% -$124K 0.02% 444
2025
Q2 		$5.13M Sell
171,884
-1,969
-1% -$50.7K 0.02% 364
2025
Q1 		$4.4M Sell
173,853
-7,000
-4% -$197K 0.02% 368
2024
Q4 		$5.75M Buy
+180,853
New +$7.05M 0.03% 301

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

Lido Advisors's WS Position: Q2 2026 in Review

Lido Advisors sold out of Worthington Steel (WS) in Q2 2026, closing a stake of 161,984 shares — an estimated $4.92M sold.

Lido Advisors first reported a position in WS in Q4 2024 and held it in 6 quarters. The position peaked at $5.75M in Q4 2024. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Lido Advisors reported no remaining Worthington Steel position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 161,984 Worthington Steel shares in Q2 2026, an estimated $4.92M.
  • Lido Advisors first reported a position in Worthington Steel in Q4 2024 and held it in 6 quarters.
  • Lido Advisors's Worthington Steel position peaked at $5.75M in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.