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Tortoise Investment Management’s Worthington Steel WS Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-500
Closed -$15.2K – 1467
2025
Q3 		$15.2K Hold
500
– – ﹤0.01% 560
2025
Q2 		$14.9K Hold
500
– – ﹤0.01% 554
2025
Q1 		$12.7K Hold
500
– – ﹤0.01% 556
2024
Q4 		$15.9K Hold
500
– – ﹤0.01% 580
2024
Q3 		$17K Hold
500
– – ﹤0.01% 576
2024
Q2 		$16.7K Hold
500
– – ﹤0.01% 560
2024
Q1 		$17.9K Hold
500
– – ﹤0.01% 530
2023
Q4 		$14.1K Buy
+500
New +$13.7K ﹤0.01% 524

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's WS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Worthington Steel (WS) in Q4 2025, closing a stake of 500 shares — an estimated $15.2K sold.

Tortoise Investment Management first reported a position in WS in Q4 2023 and held it in 8 quarters. The position peaked at $17.9K in Q1 2024. 241 funds tracked by Wall St. Rank hold WS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Worthington Steel position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 500 Worthington Steel shares in Q4 2025, an estimated $15.2K.
  • Tortoise Investment Management first reported a position in Worthington Steel in Q4 2023 and held it in 8 quarters.
  • Tortoise Investment Management's Worthington Steel position peaked at $17.9K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Worthington Steel as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.