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Corient Private Wealth’s
Worthington Enterprises
WOR
Stock Holding History
Corient Private Wealth’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
Q1
$615K
Sell
11,818
-372
-3%
-$19.9K
﹤0.01%
1918
2025
Q4
$629K
Buy
12,190
+2,138
+21%
+$118K
﹤0.01%
2175
2025
Q3
$558K
Sell
10,052
-3,046
-23%
-$192K
﹤0.01%
1740
2025
Q2
$834K
Hold
13,098
–
–
﹤0.01%
1449
2025
Q1
$656K
Buy
13,098
+470
+4%
+$19.8K
﹤0.01%
1468
2024
Q4
$507K
Sell
12,628
-130
-1%
-$5.26K
﹤0.01%
1608
2024
Q3
$529K
Buy
12,758
+125
+1%
+$5.69K
﹤0.01%
1706
2024
Q2
$598K
Hold
12,633
–
–
﹤0.01%
1549
2024
Q1
$786K
Sell
12,633
-1,608
-11%
-$95.8K
﹤0.01%
1410
2023
Q4
$820K
Sell
14,241
-8,829
-38%
-$388K
﹤0.01%
1368
2023
Q3
$879K
Sell
23,070
-1,607
-7%
-$70.6K
﹤0.01%
1244
2023
Q2
$1.06M
Hold
24,677
–
–
﹤0.01%
1132
2023
Q1
$984K
Sell
24,677
-1,619
-6%
-$57.3K
﹤0.01%
1095
2022
Q4
$806K
Buy
+26,296
New
+$814K
﹤0.01%
978
Other funds holding WOR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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