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% 3291

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

UBS Group's WOR Position: Q2 2026 in Review

UBS Group increased its Worthington Enterprises (WOR) stake by 237% in Q2 2026, buying an estimated $12.2M and bringing the position to 311,513 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

UBS Group first reported a position in WOR in Q4 2014 and has held it in 47 quarters since. 288 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • UBS Group held 311,513 shares of Worthington Enterprises worth $16.7M as of Q2 2026.
  • UBS Group bought 219,184 Worthington Enterprises shares in Q2 2026, an estimated $12.2M.
  • Worthington Enterprises made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2877 holding.
  • UBS Group first reported a position in Worthington Enterprises in Q4 2014 and has held it in 47 quarters since.
  • 288 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.