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Pinnacle Wealth Planning Services’s Worthington Enterprises WOR Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$38K Buy
706
+19
+3% +$1.06K ﹤0.01% 1463
2026
Q1 		$35.8K Buy
687
+1
+0.1% +$54 ﹤0.01% 1385
2025
Q4 		$35.4K Buy
+686
New +$37.9K ﹤0.01% 1419
2021
Q1 		– Sell
-657
Closed -$21K – 1956
2020
Q4 		$21K Buy
+657
New +$20.5K 0.01% 1138

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

Pinnacle Wealth Planning Services's WOR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Worthington Enterprises (WOR) stake by 2.8% in Q2 2026, buying an estimated $1.06K and bringing the position to 706 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Pinnacle Wealth Planning Services first reported a position in WOR in Q4 2020 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 706 shares of Worthington Enterprises worth $38K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 19 Worthington Enterprises shares in Q2 2026, an estimated $1.06K.
  • Worthington Enterprises made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1463 holding.
  • Pinnacle Wealth Planning Services first reported a position in Worthington Enterprises in Q4 2020 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.