Nvest Wealth Strategies, Inc.
Position in WOR — Worthington Enterprises, Inc.
CIK 2106942
POWELL, OH
Position in WOR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,977
-$8,437 QoQ
Shares Held
167
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#239
of 286 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $9,371 across 2 Metal Fabrication names. WOR ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WOR |
Worthington Enterprises, Inc.
This page
|
167 | $8,977 | |
| 2 | ATI |
Ati Inc
|
2 | $394 |
All Filings in WOR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,977 | 167 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $17,414 | 334 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,224 | 334 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||