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Clearstead Advisors’s Worthington Enterprises WOR Stock Holding History

Clearstead 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 		$592 Buy
+11
New +$613 ﹤0.01% 2874
2026
Q1 		– Sell
-7
Closed -$361 – 2856
2025
Q4 		$361 Sell
7
-53
-88% -$2.92K ﹤0.01% 2346
2025
Q3 		$3.33K Buy
+60
New +$3.78K ﹤0.01% 2306

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Clearstead Advisors's WOR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Worthington Enterprises (WOR) in Q2 2026: 11 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #2874 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WOR as recently as Q4 2025.

Clearstead Advisors first reported a position in WOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.33K in Q3 2025. 122 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Clearstead Advisors held 11 shares of Worthington Enterprises worth $592 as of Q2 2026.
  • Worthington Enterprises was a new Clearstead Advisors position in Q2 2026.
  • Worthington Enterprises made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2874 holding.
  • Clearstead Advisors first reported a position in Worthington Enterprises in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Worthington Enterprises position peaked at $3.33K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.