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Cornerstone Planning Group’s Worthington Enterprises WOR Stock Holding History

Cornerstone Planning Group’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
-9
Closed -$567 – 1767
2025
Q2 		$567 Buy
+9
New +$499 ﹤0.01% 1265

Other funds holding WOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cornerstone Planning Group's WOR Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Worthington Enterprises (WOR) in Q3 2025, closing a stake of 9 shares — an estimated $567 sold.

Cornerstone Planning Group first reported a position in WOR in Q2 2025 and held it in 1 quarter. The position peaked at $567 in Q2 2025. 286 funds tracked by Wall St. Rank hold WOR as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Worthington Enterprises position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Worthington Enterprises shares in Q3 2025, an estimated $567.
  • Cornerstone Planning Group first reported a position in Worthington Enterprises in Q2 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Worthington Enterprises position peaked at $567 in Q2 2025.
  • 286 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.