BWA
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Basecamp Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

Basecamp Wealth Advisors’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 		$7.42K Sell
138
-30
-18% -$1.67K ﹤0.01% 1075
2026
Q1 		$8.76K Hold
168
– – ﹤0.01% 1054
2025
Q4 		$8.66K Buy
+168
New +$9.27K ﹤0.01% 1008

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basecamp Wealth Advisors's WOR Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Worthington Enterprises (WOR) stake by 18% in Q2 2026, selling an estimated $1.67K and leaving 138 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Basecamp Wealth Advisors first reported a position in WOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.76K in Q1 2026. 287 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Basecamp Wealth Advisors held 138 shares of Worthington Enterprises worth $7.42K as of Q2 2026.
  • Basecamp Wealth Advisors sold 30 Worthington Enterprises shares in Q2 2026, an estimated $1.67K.
  • Worthington Enterprises made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1075 holding.
  • Basecamp Wealth Advisors first reported a position in Worthington Enterprises in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Worthington Enterprises position peaked at $8.76K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.