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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Twin Peaks Wealth Advisors's WS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Worthington Steel (WS) in Q1 2026: 41 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1844 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WS in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.29K in Q2 2025. 244 funds tracked by Wall St. Rank hold WS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 41 shares of Worthington Steel worth $1.24K as of Q1 2026.
  • Worthington Steel was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Worthington Steel made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1844 holding.
  • Twin Peaks Wealth Advisors first reported a position in Worthington Steel in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Worthington Steel position peaked at $1.29K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Worthington Steel as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.