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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
Q2 		$426K Buy
12,684
+536
+4% +$20.5K 0.02% 326
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 $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

PDS Planning's WS Position: Q2 2026 in Review

PDS Planning increased its Worthington Steel (WS) stake by 4.4% in Q2 2026, buying an estimated $20.5K and bringing the position to 12,684 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #326.

PDS Planning first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q1 2024. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • PDS Planning held 12,684 shares of Worthington Steel worth $426K as of Q2 2026.
  • PDS Planning bought 536 Worthington Steel shares in Q2 2026, an estimated $20.5K.
  • Worthington Steel made up 0.02% of PDS Planning's portfolio in Q2 2026, its #326 holding.
  • PDS Planning first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • PDS Planning's Worthington Steel position peaked at $454K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.