MassMutual Private Wealth & Trust, FSB WOR — Worthington Enterprises Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  8 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Worthington Enterprises Inc (WOR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows WOR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Worthington Enterprises Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WOR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WOR stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held WOR — position size vs. price
% of Fund (quarterly)    WOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 100 — 0% 0.00% $5K 2026-07-02 $54.57
2026 Q1 UNCHANGED — — — 100 — 0% 0.00% $5K 2026-04-13 $55.29
2025 Q4 UNCHANGED — — — 100 — 0% 0.00% $5K 2026-01-07 $50.80
2025 Q3 UNCHANGED — — — 100 — 0% 0.00% $6K 2025-10-22 $55.98
2025 Q2 REDUCED — — — 100 -4 -3.8% 0.00% $6K 2025-07-09 $63.68
2025 Q1 ADDED — — — 104 +38 +57.6% 0.00% $5K 2025-04-01 $49.56
2024 Q4 ADDED — — — 66 +62 +1550.0% 0.00% $3K 2025-01-16 $40.97
2024 Q2 INITIATED — — — 4 — — 0.00% $189 2024-07-02 $43.90

🏢 Other funds also holding WOR

As of 2026 Q2 — sorted by position size

WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% Central Pacific Bank - Trust Division 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.01% GAMMA Investing LLC 0.0% Torren Management, LLC 0.0% EASTERN BANK 3Y 7Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and WOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning WOR?

MassMutual Private Wealth & Trust, FSB reported WOR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WOR position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for WOR was 0.00% in 2025 Q2.

What is the latest reported WOR position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this WOR ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly WOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their WOR position?

Based on 13F filing dates vs. subsequent WOR price moves, MassMutual Private Wealth & Trust, FSB correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WOR relative to SPY over the holding period was -5.4%.

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