MWM
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Moran Wealth Management’s Worthington Steel WS Stock Holding History

Moran Wealth Management’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 		$357K Buy
10,638
+2,609
+32% +$100K 0.01% 440
2026
Q1 		$244K Buy
+8,029
New +$311K 0.01% 445

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

Moran Wealth Management's WS Position: Q2 2026 in Review

Moran Wealth Management increased its Worthington Steel (WS) stake by 32% in Q2 2026, buying an estimated $100K and bringing the position to 10,638 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #440.

Moran Wealth Management first reported a position in WS in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Moran Wealth Management held 10,638 shares of Worthington Steel worth $357K as of Q2 2026.
  • Moran Wealth Management bought 2,609 Worthington Steel shares in Q2 2026, an estimated $100K.
  • Worthington Steel made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Moran Wealth Management first reported a position in Worthington Steel in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.