UBS Group
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UBS Group’s Worthington Enterprises WOR Stock Holding History

UBS Group’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
2019
Q2 		– Sell
-71,855
Closed -$1.65M – 8196
2019
Q1 		$1.65M Hold
71,855
– – ﹤0.01% 3158
2018
Q4 		$1.54M Buy
+71,855
New +$1.79M ﹤0.01% 3292

Other funds holding WOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VELA Investment Management
VELA Investment Management New Albany, Ohio $467M AUM 12.68% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

UBS Group's WOR Position: Q3 2026 in Review

UBS Group reduced its Worthington Enterprises (WOR) stake by 47% in Q3 2026, selling an estimated $8.42M and leaving 164,291 shares worth $9.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

UBS Group first reported a position in WOR in Q4 2014 and has held it in 48 quarters since. The position peaked at $16.7M in Q2 2026. 175 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

  • UBS Group held 164,291 shares of Worthington Enterprises worth $9.8M as of Q3 2026.
  • UBS Group sold 147,222 Worthington Enterprises shares in Q3 2026, an estimated $8.42M.
  • Worthington Enterprises made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3422 holding.
  • UBS Group first reported a position in Worthington Enterprises in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Worthington Enterprises position peaked at $16.7M in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.