Lido Advisors
WOR icon

Lido Advisors’s Worthington Enterprises WOR Stock Holding History

Lido Advisors’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
Q2 		– Sell
-36,828
Closed -$1.92M – 2281
2026
Q1 		$1.92M Sell
36,828
-7,486
-17% -$401K 0.01% 720
2025
Q4 		$2.46M Hold
44,314
– – 0.01% 658
2025
Q3 		$2.46M Sell
44,314
-2,341
-5% -$148K 0.01% 630
2025
Q2 		$2.97M Sell
46,655
-4,617
-9% -$256K 0.01% 495
2025
Q1 		$2.57M Sell
51,272
-6,494
-11% -$274K 0.01% 487
2024
Q4 		$2.32M Buy
+57,766
New +$2.34M 0.01% 492

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's WOR Position: Q2 2026 in Review

Lido Advisors sold out of Worthington Enterprises (WOR) in Q2 2026, closing a stake of 36,828 shares — an estimated $1.92M sold.

Lido Advisors first reported a position in WOR in Q4 2024 and held it in 6 quarters. The position peaked at $2.97M in Q2 2025. 287 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Lido Advisors reported no remaining Worthington Enterprises position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 36,828 Worthington Enterprises shares in Q2 2026, an estimated $1.92M.
  • Lido Advisors first reported a position in Worthington Enterprises in Q4 2024 and held it in 6 quarters.
  • Lido Advisors's Worthington Enterprises position peaked at $2.97M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.