Boston Research & Management’s Worthington Enterprises WOR Stock Holding History

Boston Research & Management’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
2025 Q3	–	Sell	-3,500	Closed	-$222K	–	121
2025 Q2	$222K	Buy	+3,500	New	+$194K	0.05%	110
2024 Q2	–	Sell	-3,500	Closed	-$217K	–	116
2024 Q1	$217K	Hold	3,500	–	–	0.05%	112
2023 Q4	$201K	Sell	3,500 -2,177	-38%	-$95.6K	0.05%	113
2023 Q3	$216K	Hold	5,677	–	–	0.06%	107
2023 Q2	$243K	Hold	5,677	–	–	0.07%	104
2023 Q1	$226K	Buy	+5,677	New	+$201K	0.07%	105
2021 Q3	–	Sell	-5,677	Closed	-$214K	–	110
2021 Q2	$214K	Hold	5,677	–	–	0.06%	105
2021 Q1	$234K	Buy	+5,677	New	+$217K	0.08%	103

Other funds holding WOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Boston Research & Management's WOR Position: Q3 2025 in Review

Boston Research & Management sold out of Worthington Enterprises (WOR) in Q3 2025, closing a stake of 3,500 shares — an estimated $222K sold.

Boston Research & Management first reported a position in WOR in Q1 2021 and held it in 8 quarters. The position peaked at $243K in Q2 2023. 286 funds tracked by Wall St. Rank hold WOR as of Q3 2025.

Boston Research & Management reported no remaining Worthington Enterprises position as of Q3 2025 after selling out during the quarter.
Boston Research & Management sold 3,500 Worthington Enterprises shares in Q3 2025, an estimated $222K.
Boston Research & Management first reported a position in Worthington Enterprises in Q1 2021 and held it in 8 quarters.
Boston Research & Management's Worthington Enterprises position peaked at $243K in Q2 2023.
286 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2025.

Based on Boston Research & Management's 13F filing for Q3 2025, filed 12 Nov 2025.