Sax Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

Sax 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 Q3	$399K	Buy	+6,704	New	+$383K	0.01%	499

Other funds holding WOR

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Sax Wealth Advisors's WOR Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Worthington Enterprises (WOR) in Q3 2026: 6,704 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings.

29 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

Sax Wealth Advisors held 6,704 shares of Worthington Enterprises worth $399K as of Q3 2026.
Worthington Enterprises was a new Sax Wealth Advisors position in Q3 2026.
Worthington Enterprises made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #499 holding.
29 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.