EIM
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Essex Investment Management’s Worthington Enterprises WOR Stock Holding History

Essex Investment 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
Q4 		– Sell
-55,133
Closed -$3.06M – 333
2025
Q3 		$3.06M Buy
+55,133
New +$3.47M 0.47% 81

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Essex Investment Management's WOR Position: Q4 2025 in Review

Essex Investment Management sold out of Worthington Enterprises (WOR) in Q4 2025, closing a stake of 55,133 shares — an estimated $3.06M sold.

Essex Investment Management first reported a position in WOR in Q3 2025 and held it in 1 quarter. The position peaked at $3.06M in Q3 2025. 285 funds tracked by Wall St. Rank hold WOR as of Q4 2025.

  • Essex Investment Management reported no remaining Worthington Enterprises position as of Q4 2025 after selling out during the quarter.
  • Essex Investment Management sold 55,133 Worthington Enterprises shares in Q4 2025, an estimated $3.06M.
  • Essex Investment Management first reported a position in Worthington Enterprises in Q3 2025 and held it in 1 quarter.
  • Essex Investment Management's Worthington Enterprises position peaked at $3.06M in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2025.

Based on Essex Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.