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Steward Partners Investment Advisory’s Worthington Steel WS Stock Holding History

Steward Partners Investment Advisory’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 		$36.2K Hold
1,079
– – ﹤0.01% 3126
2026
Q1 		$32.7K Hold
1,079
– – ﹤0.01% 3004
2025
Q4 		$37.4K Hold
1,079
– – ﹤0.01% 2823
2025
Q3 		$32.8K Hold
1,079
– – ﹤0.01% 2830
2025
Q2 		$32.2K Sell
1,079
-69
-6% -$1.78K ﹤0.01% 2700
2025
Q1 		$29.1K Hold
1,148
– – ﹤0.01% 2649
2024
Q4 		$36.5K Buy
1,148
+79
+7% +$3.08K ﹤0.01% 2505
2024
Q3 		$36.4K Sell
1,069
-197
-16% -$6.77K ﹤0.01% 2399
2024
Q2 		$42.2K Hold
1,266
– – ﹤0.01% 2185
2024
Q1 		$45.4K Sell
1,266
-2,354
-65% -$71.4K ﹤0.01% 2164
2023
Q4 		$102K Buy
+3,620
New +$99.2K ﹤0.01% 1698

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

Steward Partners Investment Advisory's WS Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Worthington Steel (WS) position steady in Q2 2026 at 1,079 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Steward Partners Investment Advisory first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $102K in Q4 2023. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,079 shares of Worthington Steel worth $36.2K as of Q2 2026.
  • Steward Partners Investment Advisory left its Worthington Steel share count unchanged in Q2 2026.
  • Worthington Steel made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3126 holding.
  • Steward Partners Investment Advisory first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Worthington Steel position peaked at $102K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.