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Global Financial Private Client’s Worthington Enterprises WOR Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$301 – 1607
2025
Q1 		$301 Buy
6
+4
+200% +$169 ﹤0.01% 1439
2024
Q4 		$80 Buy
+2
New +$81 ﹤0.01% 1526

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 $552B AUM 44.19% 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 $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Global Financial Private Client's WOR Position: Q2 2025 in Review

Global Financial Private Client sold out of Worthington Enterprises (WOR) in Q2 2025, closing a stake of 6 shares — an estimated $301 sold.

Global Financial Private Client first reported a position in WOR in Q4 2024 and held it in 2 quarters. The position peaked at $301 in Q1 2025. 281 funds tracked by Wall St. Rank hold WOR as of Q2 2025.

  • Global Financial Private Client reported no remaining Worthington Enterprises position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Worthington Enterprises shares in Q2 2025, an estimated $301.
  • Global Financial Private Client first reported a position in Worthington Enterprises in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Worthington Enterprises position peaked at $301 in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.