NWS
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Nvest Wealth Strategies’s Worthington Steel WS Stock Holding History

Nvest Wealth Strategies’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 		$5.61K Sell
167
-167
-50% -$6.4K ﹤0.01% 144
2026
Q1 		$10.1K Hold
334
– – 0.01% 118
2025
Q4 		$11.6K Buy
+334
New +$11K 0.01% 110

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Nvest Wealth Strategies's WS Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Worthington Steel (WS) stake by 50% in Q2 2026, selling an estimated $6.4K and leaving 167 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Nvest Wealth Strategies first reported a position in WS in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q4 2025. 97 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Nvest Wealth Strategies held 167 shares of Worthington Steel worth $5.61K as of Q2 2026.
  • Nvest Wealth Strategies sold 167 Worthington Steel shares in Q2 2026, an estimated $6.4K.
  • Worthington Steel made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #144 holding.
  • Nvest Wealth Strategies first reported a position in Worthington Steel in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Worthington Steel position peaked at $11.6K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.