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Sequoia Financial Advisors’s Worthington Enterprises WOR Stock Holding History

Sequoia Financial 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
2025
Q3 		– Sell
-5,116
Closed -$326K – 1816
2025
Q2 		$326K Buy
5,116
+14
+0.3% +$776 ﹤0.01% 1231
2025
Q1 		$256K Buy
+5,102
New +$215K ﹤0.01% 1138
2024
Q4 		– Sell
-9,307
Closed -$386K – 1431
2024
Q3 		$386K Buy
9,307
+4,907
+112% +$223K ﹤0.01% 856
2024
Q2 		$208K Buy
4,400
+31
+0.7% +$1.75K ﹤0.01% 1089
2024
Q1 		$272K Buy
+4,369
New +$260K ﹤0.01% 905

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Sequoia Financial Advisors's WOR Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Worthington Enterprises (WOR) in Q3 2025, closing a stake of 5,116 shares — an estimated $326K sold.

Sequoia Financial Advisors first reported a position in WOR in Q1 2024 and held it in 5 quarters. The position peaked at $386K in Q3 2024. 286 funds tracked by Wall St. Rank hold WOR as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Worthington Enterprises position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,116 Worthington Enterprises shares in Q3 2025, an estimated $326K.
  • Sequoia Financial Advisors first reported a position in Worthington Enterprises in Q1 2024 and held it in 5 quarters.
  • Sequoia Financial Advisors's Worthington Enterprises position peaked at $386K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.