LPL Financial
WS icon

LPL Financial’s Worthington Steel WS Stock Holding History

LPL Financial’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 		$685K Buy
20,386
+415
+2% +$15.9K ﹤0.01% 4759
2026
Q1 		$606K Sell
19,971
-1,870
-9% -$72.5K ﹤0.01% 4588
2025
Q4 		$756K Buy
21,841
+753
+4% +$24.8K ﹤0.01% 4350
2025
Q3 		$641K Sell
21,088
-309
-1% -$9.86K ﹤0.01% 4421
2025
Q2 		$638K Buy
21,397
+1,921
+10% +$49.5K ﹤0.01% 4166
2025
Q1 		$493K Buy
19,476
+2,844
+17% +$80.2K ﹤0.01% 4190
2024
Q4 		$529K Buy
16,632
+1,078
+7% +$42K ﹤0.01% 4046
2024
Q3 		$529K Buy
15,554
+653
+4% +$22.4K ﹤0.01% 3948
2024
Q2 		$497K Buy
14,901
+1,109
+8% +$36.3K ﹤0.01% 3879
2024
Q1 		$494K Buy
13,792
+752
+6% +$22.8K ﹤0.01% 3792
2023
Q4 		$366K Buy
+13,040
New +$357K ﹤0.01% 3925

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

LPL Financial's WS Position: Q2 2026 in Review

LPL Financial increased its Worthington Steel (WS) stake by 2.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 20,386 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #4759.

LPL Financial first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $756K in Q4 2025. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • LPL Financial held 20,386 shares of Worthington Steel worth $685K as of Q2 2026.
  • LPL Financial bought 415 Worthington Steel shares in Q2 2026, an estimated $15.9K.
  • Worthington Steel made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4759 holding.
  • LPL Financial first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Worthington Steel position peaked at $756K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.