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PDS Planning’s Worthington Steel WS Stock Holding History

PDS Planning’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
Q1 		$369K Buy
12,148
+1
+0% +$39 0.02% 343
2025
Q4 		$421K Hold
12,147
– – 0.03% 295
2025
Q3 		$369K Buy
12,147
+11
+0.1% +$351 0.03% 318
2025
Q2 		$362K Buy
12,136
+3
+0% +$77 0.03% 308
2025
Q1 		$307K Buy
12,133
+729
+6% +$20.5K 0.03% 317
2024
Q4 		$363K Hold
11,404
– – 0.03% 248
2024
Q3 		$388K Sell
11,404
-1,247
-10% -$42.8K 0.03% 236
2024
Q2 		$422K Hold
12,651
– – 0.04% 198
2024
Q1 		$454K Buy
12,651
+1
+0% +$30 0.05% 177
2023
Q4 		$355K Buy
+12,650
New +$347K 0.04% 206

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PDS Planning's WS Position: Q1 2026 in Review

PDS Planning increased its Worthington Steel (WS) stake by 0.01% in Q1 2026, buying an estimated $39 and bringing the position to 12,148 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #343.

PDS Planning first reported a position in WS in Q4 2023 and has held it in 10 quarters since. The position peaked at $454K in Q1 2024. 244 funds tracked by Wall St. Rank hold WS as of Q1 2026.

  • PDS Planning held 12,148 shares of Worthington Steel worth $369K as of Q1 2026.
  • PDS Planning bought 1 Worthington Steel share in Q1 2026, an estimated $39.
  • Worthington Steel made up 0.02% of PDS Planning's portfolio in Q1 2026, its #343 holding.
  • PDS Planning first reported a position in Worthington Steel in Q4 2023 and has held it in 10 quarters since.
  • PDS Planning's Worthington Steel position peaked at $454K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Worthington Steel as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.