Physician Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

Physician Wealth 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	$1.13K	Hold	21	–	–	﹤0.01%	1784
2026 Q1	$1.09K	Hold	21	–	–	﹤0.01%	1630
2025 Q4	$1.08K	Hold	21	–	–	﹤0.01%	1578
2025 Q3	$1.17K	Hold	21	–	–	﹤0.01%	1487
2025 Q2	$1.34K	Buy	+21	New	+$1.16K	﹤0.01%	1214
2025 Q1	–	Sell	-19	Closed	-$763	–	1530
2024 Q4	$763	Buy	+19	New	+$769	﹤0.01%	1009

Other funds holding WOR

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VIM

VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's WOR Position: Q2 2026 in Review

Physician Wealth Advisors held its Worthington Enterprises (WOR) position steady in Q2 2026 at 21 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Physician Wealth Advisors first reported a position in WOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34K in Q2 2025. 76 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

Physician Wealth Advisors held 21 shares of Worthington Enterprises worth $1.13K as of Q2 2026.
Physician Wealth Advisors left its Worthington Enterprises share count unchanged in Q2 2026.
Worthington Enterprises made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1784 holding.
Physician Wealth Advisors first reported a position in Worthington Enterprises in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Worthington Enterprises position peaked at $1.34K in Q2 2025.
76 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.