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Pinnacle Wealth Planning Services’s Worthington Steel WS Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.9K Buy
1,158
+33
+3% +$1.26K ﹤0.01% 1447
2026
Q1 		$34.1K Buy
1,125
+11
+1% +$426 ﹤0.01% 1413
2025
Q4 		$38.6K Buy
+1,114
New +$36.6K ﹤0.01% 1383

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

Pinnacle Wealth Planning Services's WS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Worthington Steel (WS) stake by 2.9% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,158 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Pinnacle Wealth Planning Services first reported a position in WS in Q4 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,158 shares of Worthington Steel worth $38.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 33 Worthington Steel shares in Q2 2026, an estimated $1.26K.
  • Worthington Steel made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1447 holding.
  • Pinnacle Wealth Planning Services first reported a position in Worthington Steel in Q4 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.