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United Financial Planning Group’s Reliance Steel & Aluminium RS Stock Holding History

United Financial Planning Group’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$2.43K – 524
2026
Q1 		$2.43K Buy
+8
New +$2.54K ﹤0.01% 418

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State Street
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Vanguard Capital Management
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

United Financial Planning Group's RS Position: Q2 2026 in Review

United Financial Planning Group sold out of Reliance Steel & Aluminium (RS) in Q2 2026, closing a stake of 8 shares — an estimated $2.43K sold.

United Financial Planning Group first reported a position in RS in Q1 2026 and held it in 1 quarter. The position peaked at $2.43K in Q1 2026. 680 funds tracked by Wall St. Rank hold RS as of Q2 2026.

  • United Financial Planning Group reported no remaining Reliance Steel & Aluminium position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 8 Reliance Steel & Aluminium shares in Q2 2026, an estimated $2.43K.
  • United Financial Planning Group first reported a position in Reliance Steel & Aluminium in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Reliance Steel & Aluminium position peaked at $2.43K in Q1 2026.
  • 680 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.