Principal Financial Group
WOR icon

Principal Financial Group’s Worthington Enterprises WOR Stock Holding History

Principal Financial Group’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 		$8.09M Sell
150,573
-1,453
-1% -$81K ﹤0.01% 1501
2026
Q1 		$7.93M Buy
152,026
+2,723
+2% +$146K ﹤0.01% 1443
2025
Q4 		$7.7M Sell
149,303
-2,328
-2% -$128K ﹤0.01% 1448
2025
Q3 		$8.41M Sell
151,631
-1,886
-1% -$119K ﹤0.01% 1381
2025
Q2 		$9.77M Sell
153,517
-1,411
-0.9% -$78.2K 0.01% 1280
2025
Q1 		$7.76M Buy
154,928
+2,930
+2% +$124K ﹤0.01% 1389
2024
Q4 		$6.1M Buy
151,998
+4,803
+3% +$194K ﹤0.01% 1523
2024
Q3 		$6.1M Sell
147,195
-18,371
-11% -$836K ﹤0.01% 1492
2024
Q2 		$7.84M Sell
165,566
-4,648
-3% -$263K ﹤0.01% 1389
2024
Q1 		$10.6M Buy
170,214
+11,302
+7% +$673K 0.01% 1273
2023
Q4 		$9.15M Sell
158,912
-26,872
-14% -$1.18M 0.01% 1327
2023
Q3 		$7.08M Sell
185,784
-705
-0.4% -$31K 0.01% 1395
2023
Q2 		$7.99M Sell
186,489
-9,071
-5% -$336K 0.01% 1355
2023
Q1 		$7.79M Buy
195,560
+4,041
+2% +$143K 0.01% 1371
2022
Q4 		$5.87M Buy
191,519
+645
+0.3% +$20K ﹤0.01% 1474
2022
Q3 		$4.49M Sell
190,874
-11,342
-6% -$347K ﹤0.01% 1527
2022
Q2 		$5.5M Sell
202,216
-21,526
-10% -$624K ﹤0.01% 1520
2022
Q1 		$7.09M Sell
223,742
-21,723
-9% -$750K ﹤0.01% 1522
2021
Q4 		$8.27M Sell
245,465
-6,844
-3% -$225K ﹤0.01% 1491
2021
Q3 		$8.2M Sell
252,309
-13,605
-5% -$490K 0.01% 1497
2021
Q2 		$10M Buy
265,914
+71,860
+37% +$2.91M 0.01% 1429
2021
Q1 		$8.03M Buy
194,054
+25,116
+15% +$960K 0.01% 1491
2020
Q4 		$5.35M Sell
168,938
-559
-0.3% -$17.4K ﹤0.01% 1536
2020
Q3 		$4.26M Sell
169,497
-8,496
-5% -$207K ﹤0.01% 1513
2020
Q2 		$4.09M Buy
177,993
+728
+0.4% +$13K ﹤0.01% 1505
2020
Q1 		$2.87M Sell
177,265
-76,923
-30% -$1.61M ﹤0.01% 1487
2019
Q4 		$6.61M Sell
254,188
-10,532
-4% -$248K 0.01% 1441
2019
Q3 		$5.88M Sell
264,720
-8,782
-3% -$204K 0.01% 1450
2019
Q2 		$6.79M Sell
273,502
-13,251
-5% -$311K 0.01% 1425
2019
Q1 		$6.6M Sell
286,753
-5,355
-2% -$123K 0.01% 1448
2018
Q4 		$6.27M Sell
292,108
-9,519
-3% -$237K 0.01% 1419
2018
Q3 		$8.06M Sell
301,627
-10,013
-3% -$281K 0.01% 1430
2018
Q2 		$8.06M Buy
311,640
+2,634
+0.9% +$74.5K 0.01% 1410
2018
Q1 		$8.18M Sell
309,006
-2,994
-1% -$84K 0.01% 1356
2017
Q4 		$8.48M Sell
312,000
-4,833
-2% -$129K 0.01% 1349
2017
Q3 		$8.98M Buy
316,833
+5,010
+2% +$156K 0.01% 1312
2017
Q2 		$9.65M Sell
311,823
-16,880
-5% -$453K 0.01% 1251
2017
Q1 		$9.14M Buy
328,703
+8,900
+3% +$268K 0.01% 1241
2016
Q4 		$9.35M Buy
319,803
+27,695
+9% +$891K 0.01% 1216
2016
Q3 		$8.65M Buy
292,108
+11,964
+4% +$320K 0.01% 1206
2016
Q2 		$7.31M Buy
280,144
+26,723
+11% +$617K 0.01% 1246
2016
Q1 		$5.57M Buy
253,421
+8,940
+4% +$171K 0.01% 1343
2015
Q4 		$4.54M Buy
244,481
+6,899
+3% +$128K 0.01% 1410
2015
Q3 		$3.88M Buy
237,582
+15,533
+7% +$253K 0.01% 1448
2015
Q2 		$4.12M Sell
222,049
-12,570
-5% -$215K 0.01% 1496
2015
Q1 		$3.85M Sell
234,619
-682,035
-74% -$11.7M 0.01% 1485
2014
Q4 		$17M Buy
916,654
+6,165
+0.7% +$136K 0.03% 607
2014
Q3 		$20.9M Sell
910,489
-235,590
-21% -$5.86M 0.04% 488
2014
Q2 		$30.4M Buy
1,146,079
+150,823
+15% +$3.65M 0.05% 367
2014
Q1 		$23.5M Sell
995,256
-5,619
-0.6% -$140K 0.04% 436
2013
Q4 		$26M Buy
1,000,875
+205,568
+26% +$5.1M 0.05% 407
2013
Q3 		$16.9M Buy
795,307
+4,540
+0.6% +$97.2K 0.03% 541
2013
Q2 		$15.5M Buy
+790,767
New +$16M 0.03% 536

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Principal Financial Group's WOR Position: Q2 2026 in Review

Principal Financial Group reduced its Worthington Enterprises (WOR) stake by 0.96% in Q2 2026, selling an estimated $81K and leaving 150,573 shares worth $8.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Principal Financial Group first reported a position in WOR in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.4M in Q2 2014. 122 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Principal Financial Group held 150,573 shares of Worthington Enterprises worth $8.09M as of Q2 2026.
  • Principal Financial Group sold 1,453 Worthington Enterprises shares in Q2 2026, an estimated $81K.
  • Worthington Enterprises made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1501 holding.
  • Principal Financial Group first reported a position in Worthington Enterprises in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Worthington Enterprises position peaked at $30.4M in Q2 2014.
  • 122 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.