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True Wealth Design’s Worthington Steel WS Stock Holding History

True Wealth Design’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 		$158K Sell
4,712
-61
-1% -$2.34K 0.04% 152
2026
Q1 		$145K Sell
4,773
-485
-9% -$18.8K 0.04% 137
2025
Q4 		$182K Sell
5,258
-377
-7% -$12.4K 0.05% 91
2025
Q3 		$171K Sell
5,635
-253
-4% -$8.07K 0.05% 85
2025
Q2 		$176K Sell
5,888
-412
-7% -$10.6K 0.06% 61
2025
Q1 		$160K Buy
+6,300
New +$178K 0.06% 45

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

True Wealth Design's WS Position: Q2 2026 in Review

True Wealth Design reduced its Worthington Steel (WS) stake by 1.3% in Q2 2026, selling an estimated $2.34K and leaving 4,712 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #152.

True Wealth Design first reported a position in WS in Q1 2025 and has held it in 6 quarters since. The position peaked at $182K in Q4 2025. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • True Wealth Design held 4,712 shares of Worthington Steel worth $158K as of Q2 2026.
  • True Wealth Design sold 61 Worthington Steel shares in Q2 2026, an estimated $2.34K.
  • Worthington Steel made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #152 holding.
  • True Wealth Design first reported a position in Worthington Steel in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Worthington Steel position peaked at $182K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.