WOR β€” WORTHINGTON ENTERPRISES INC

Ownership history in Windsor Advisory Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Windsor Advisory Group, LLC reported WORTHINGTON ENTERPRISES INC (WOR) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 17.13% in 2025 Q4. The latest visible filing shows WOR at 17.13% 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 Windsor Advisory Group, LLC'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
2025 Q4

WOR was reported at 17.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.13% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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.

How Windsor Advisory Group, LLC held WOR β€” position size vs. price
% of Fund (quarterly)    WOR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 372,282 +78,197 +26.6% 17.13% $19.2M 2026-02-14 (Est.) $58.71
2025 Q3 INITIATED 294,085 β€” β€” 14.44% $16.3M 2025-11-14 $54.12

FAQ About Windsor Advisory Group, LLC and WOR

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

How long has Windsor Advisory Group, LLC reported owning WOR?

Windsor Advisory Group, LLC reported WOR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported WOR position in Windsor Advisory Group, LLC's portfolio?

The largest reported portfolio weight for WOR was 17.13% in 2025 Q4.

What is the latest reported WOR position on this page?

The most recent filing on this page is 2025 Q4, when Windsor Advisory Group, LLC reported 372,282 shares, equal to 17.13% of portfolio, with an estimated market value of $19.2M.

What does the chart on this WOR ownership page compare?

The chart compares Windsor Advisory Group, LLC'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.

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