Superior Planning, LLC’s Worthington Enterprises WOR Stock Holding History

Superior Planning, LLC’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$298	Buy	+5	New	+$286	﹤0.01%	1981

Other funds holding WOR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's WOR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Worthington Enterprises (WOR) in Q3 2026: 5 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #1981 among its holdings.

203 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

Superior Planning, LLC held 5 shares of Worthington Enterprises worth $298 as of Q3 2026.
Worthington Enterprises was a new Superior Planning, LLC position in Q3 2026.
Worthington Enterprises made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1981 holding.
203 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.