PWM
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Parkworth Wealth Management’s Worthington Steel WS Stock Holding History

Parkworth 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
2025
Q2 		$60 Hold
2
– – ﹤0.01% 1246
2025
Q1 		$51 Hold
2
– – ﹤0.01% 1107
2024
Q4 		$64 Buy
+2
New +$78 ﹤0.01% 1113

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkworth Wealth Management's WS Position: Q2 2025 in Review

Parkworth Wealth Management held its Worthington Steel (WS) position steady in Q2 2025 at 2 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Parkworth Wealth Management first reported a position in WS in Q4 2024 and has held it in 3 quarters since. The position peaked at $64 in Q4 2024. 209 funds tracked by Wall St. Rank hold WS as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Worthington Steel worth $60 as of Q2 2025.
  • Parkworth Wealth Management left its Worthington Steel share count unchanged in Q2 2025.
  • Worthington Steel made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1246 holding.
  • Parkworth Wealth Management first reported a position in Worthington Steel in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Worthington Steel position peaked at $64 in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.