Valued Wealth Advisors
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Valued Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

Valued 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
Q3 		$775 Hold
13
– – ﹤0.01% 800
2026
Q2 		$699 Buy
+13
New +$724 ﹤0.01% 819

Other funds holding WOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Valued Wealth Advisors's WOR Position: Q3 2026 in Review

Valued Wealth Advisors held its Worthington Enterprises (WOR) position steady in Q3 2026 at 13 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Valued Wealth Advisors first reported a position in WOR in Q2 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

  • Valued Wealth Advisors held 13 shares of Worthington Enterprises worth $775 as of Q3 2026.
  • Valued Wealth Advisors left its Worthington Enterprises share count unchanged in Q3 2026.
  • Worthington Enterprises made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #800 holding.
  • Valued Wealth Advisors first reported a position in Worthington Enterprises in Q2 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.