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Kohmann Bosshard Financial Services’s Worthington Enterprises WOR Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-200
Closed -$10.3K – 617
2025
Q4 		$10.3K Buy
+200
New +$11K ﹤0.01% 833
2025
Q1 		– Sell
-200
Closed -$8.02K – 775
2024
Q4 		$8.02K Buy
+200
New +$8.1K ﹤0.01% 517

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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kohmann Bosshard Financial Services's WOR Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Worthington Enterprises (WOR) in Q1 2026, closing a stake of 200 shares — an estimated $10.3K sold.

Kohmann Bosshard Financial Services first reported a position in WOR in Q4 2024 and held it in 2 quarters. The position peaked at $10.3K in Q4 2025. 281 funds tracked by Wall St. Rank hold WOR as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Worthington Enterprises position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 200 Worthington Enterprises shares in Q1 2026, an estimated $10.3K.
  • Kohmann Bosshard Financial Services first reported a position in Worthington Enterprises in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Worthington Enterprises position peaked at $10.3K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.