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Twin Peaks Wealth Advisors’s Worthington Steel WS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-41
Closed -$1.24K – 2225
2026
Q1 		$1.24K Buy
+41
New +$1.59K ﹤0.01% 1844
2025
Q3 		– Sell
-41
Closed -$1.29K – 2156
2025
Q2 		$1.29K Buy
+41
New +$1.06K ﹤0.01% 1723

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

Twin Peaks Wealth Advisors's WS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Worthington Steel (WS) in Q2 2026, closing a stake of 41 shares — an estimated $1.24K sold.

Twin Peaks Wealth Advisors first reported a position in WS in Q2 2025 and held it in 2 quarters. The position peaked at $1.29K in Q2 2025. 238 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Worthington Steel position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 41 Worthington Steel shares in Q2 2026, an estimated $1.24K.
  • Twin Peaks Wealth Advisors first reported a position in Worthington Steel in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Worthington Steel position peaked at $1.29K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.