True Wealth Design’s Worthington Enterprises WOR Stock Holding History

True Wealth Design’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	$151K	Sell	2,531 -75	-3%	-$4.29K	0.04%	168
2026 Q2	$140K	Sell	2,606 -1,346	-34%	-$75K	0.03%	173
2026 Q1	$206K	Sell	3,952 -749	-16%	-$40.1K	0.06%	91
2025 Q4	$242K	Sell	4,701 -751	-14%	-$41.5K	0.07%	65
2025 Q3	$303K	Sell	5,452 -490	-8%	-$30.9K	0.09%	43
2025 Q2	$378K	Hold	5,942	–	–	0.13%	29
2025 Q1	$298K	Buy	+5,942	New	+$250K	0.11%	26

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

True Wealth Design's WOR Position: Q3 2026 in Review

True Wealth Design reduced its Worthington Enterprises (WOR) stake by 2.9% in Q3 2026, selling an estimated $4.29K and leaving 2,531 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #168.

True Wealth Design first reported a position in WOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $378K in Q2 2025. 31 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

True Wealth Design held 2,531 shares of Worthington Enterprises worth $151K as of Q3 2026.
True Wealth Design sold 75 Worthington Enterprises shares in Q3 2026, an estimated $4.29K.
Worthington Enterprises made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #168 holding.
True Wealth Design first reported a position in Worthington Enterprises in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Worthington Enterprises position peaked at $378K in Q2 2025.
31 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.