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Windsor Advisory Group’s Worthington Enterprises WOR Stock Holding History

Windsor Advisory 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
2026
Q1 		$24M Buy
459,633
+87,351
+23% +$4.67M 20.03% 1
2025
Q4 		$19.2M Buy
372,282
+78,197
+27% +$4.32M 17.13% 2
2025
Q3 		$16.3M Buy
+294,085
New +$18.5M 14.44% 2

Other funds holding WOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Windsor Advisory Group's WOR Position: Q1 2026 in Review

Windsor Advisory Group increased its Worthington Enterprises (WOR) stake by 23% in Q1 2026, buying an estimated $4.67M and bringing the position to 459,633 shares worth $24M. The position accounts for 20.03% of the portfolio, ranked #1.

Windsor Advisory Group first reported a position in WOR in Q3 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold WOR as of Q1 2026.

  • Windsor Advisory Group held 459,633 shares of Worthington Enterprises worth $24M as of Q1 2026.
  • Windsor Advisory Group bought 87,351 Worthington Enterprises shares in Q1 2026, an estimated $4.67M.
  • Worthington Enterprises made up 20.03% of Windsor Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Windsor Advisory Group first reported a position in Worthington Enterprises in Q3 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.