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Twin Peaks Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

Twin Peaks 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
Q2 		– Sell
-15
Closed -$782 – 2219
2026
Q1 		$782 Buy
+15
New +$803 ﹤0.01% 1954

Other funds holding WOR

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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

Twin Peaks Wealth Advisors's WOR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Worthington Enterprises (WOR) in Q2 2026, closing a stake of 15 shares — an estimated $782 sold.

Twin Peaks Wealth Advisors first reported a position in WOR in Q1 2026 and held it in 1 quarter. The position peaked at $782 in Q1 2026. 289 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Worthington Enterprises position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 15 Worthington Enterprises shares in Q2 2026, an estimated $782.
  • Twin Peaks Wealth Advisors first reported a position in Worthington Enterprises in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Worthington Enterprises position peaked at $782 in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.