Action Point Financial Planning’s Worthington Enterprises WOR Stock Holding History

Action Point Financial Planning’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 Q2	$6.34K	Buy	+120	New	+$6.69K	﹤0.01%	1690

Other funds holding WOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's WOR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Worthington Enterprises (WOR) in Q2 2026: 120 shares worth $6.34K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings.

286 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

Action Point Financial Planning held 120 shares of Worthington Enterprises worth $6.34K as of Q2 2026.
Worthington Enterprises was a new Action Point Financial Planning position in Q2 2026.
Worthington Enterprises made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1690 holding.
286 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.