RFP
WOR icon

Root Financial Partners’s Worthington Enterprises WOR Stock Holding History

Root Financial Partners’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
-136
Closed -$7.09K – 3184
2026
Q1 		$7.09K Buy
136
+12
+10% +$642 ﹤0.01% 1812
2025
Q4 		$6.39K Buy
124
+28
+29% +$1.54K ﹤0.01% 1685
2025
Q3 		$5.33K Buy
+96
New +$6.05K ﹤0.01% 1698

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

Root Financial Partners's WOR Position: Q2 2026 in Review

Root Financial Partners sold out of Worthington Enterprises (WOR) in Q2 2026, closing a stake of 136 shares — an estimated $7.09K sold.

Root Financial Partners first reported a position in WOR in Q3 2025 and held it in 3 quarters. The position peaked at $7.09K in Q1 2026. 287 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Root Financial Partners reported no remaining Worthington Enterprises position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 136 Worthington Enterprises shares in Q2 2026, an estimated $7.09K.
  • Root Financial Partners first reported a position in Worthington Enterprises in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Worthington Enterprises position peaked at $7.09K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.