Private Wealth Management Group’s Worthington Steel WS Stock Holding History

Private Wealth Management Group’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	$1.01K	Hold	30	–	–	﹤0.01%	1306
2026 Q1	$911	Hold	30	–	–	﹤0.01%	1268
2025 Q4	$1.04K	Hold	30	–	–	﹤0.01%	1258
2025 Q3	$912	Hold	30	–	–	﹤0.01%	1307
2025 Q2	$895	Hold	30	–	–	﹤0.01%	1308
2025 Q1	$760	Hold	30	–	–	﹤0.01%	1326
2024 Q4	$955	Hold	30	–	–	﹤0.01%	1312
2024 Q3	$1.02K	Hold	30	–	–	﹤0.01%	1277
2024 Q2	$1K	Hold	30	–	–	﹤0.01%	1289
2024 Q1	$1.08K	Hold	30	–	–	﹤0.01%	1238
2023 Q4	$843	Buy	+30	New	+$822	﹤0.01%	1339

Other funds holding WS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's WS Position: Q2 2026 in Review

Private Wealth Management Group held its Worthington Steel (WS) position steady in Q2 2026 at 30 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Private Wealth Management Group first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08K in Q1 2024. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

Private Wealth Management Group held 30 shares of Worthington Steel worth $1.01K as of Q2 2026.
Private Wealth Management Group left its Worthington Steel share count unchanged in Q2 2026.
Worthington Steel made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1306 holding.
Private Wealth Management Group first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Worthington Steel position peaked at $1.08K in Q1 2024.
236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.