MFS
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Mirabella Financial Services’s Worthington Enterprises WOR Stock Holding History

Mirabella 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 		$274K Buy
5,252
+141
+3% +$7.54K 0.03% 542
2025
Q4 		$264K Buy
+5,111
New +$282K 0.03% 510
2024
Q2 		– Sell
-3,463
Closed -$217K – 722
2024
Q1 		$217K Buy
+3,463
New +$206K 0.02% 442
2023
Q4 		– Sell
-7,560
Closed -$288K – 611
2023
Q3 		$288K Buy
+7,560
New +$332K 0.04% 284
2021
Q2 		– Sell
-6,336
Closed -$262K – 424
2021
Q1 		$262K Buy
+6,336
New +$242K 0.08% 196

Other funds holding WOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return