Rothwell Investment Advisors, LLC’s Worthington Enterprises WOR Stock Holding History

Rothwell Investment Advisors, 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	$17K	Buy	+285	New	+$16.3K	0.01%	663

Other funds holding WOR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WOR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Worthington Enterprises (WOR) in Q3 2026: 285 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings.

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

Rothwell Investment Advisors, LLC held 285 shares of Worthington Enterprises worth $17K as of Q3 2026.
Worthington Enterprises was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Worthington Enterprises made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #663 holding.
138 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.