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Root Financial Partners’s Worthington Steel WS Stock Holding History

Root Financial Partners’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 		$637 Buy
21
+18
+600% +$698 ﹤0.01% 2785
2025
Q4 		$104 Hold
3
– – ﹤0.01% 2332
2025
Q3 		$91 Buy
+3
New +$96 ﹤0.01% 2247

Other funds holding WS

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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

Root Financial Partners's WS Position: Q1 2026 in Review

Root Financial Partners increased its Worthington Steel (WS) stake by 600% in Q1 2026, buying an estimated $698 and bringing the position to 21 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Root Financial Partners first reported a position in WS in Q3 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold WS as of Q1 2026.

  • Root Financial Partners held 21 shares of Worthington Steel worth $637 as of Q1 2026.
  • Root Financial Partners bought 18 Worthington Steel shares in Q1 2026, an estimated $698.
  • Worthington Steel made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2785 holding.
  • Root Financial Partners first reported a position in Worthington Steel in Q3 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Worthington Steel as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.