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SAX WEALTH ADVISORS, LLC → WOR

SAX WEALTH ADVISORS, LLC WOR Position History

Worthington Enterprises, Inc. • Basic Materials

Quarters held
1
Latest value
$399K
Q3 2026
Peak value
$399K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$399K6.7K——

Other funds holding WOR

BlackRock Finance, Inc.
$175.6M
STATE STREET CORP
$67.2M
STATE STREET CORP
$67.2M
STATE STREET CORP
$62.6M
QUADRANT CAPITAL GROUP LLC
$49M
BlackRock Finance, Inc.
$43.4M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
$37.8M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
$32M

Other SAX WEALTH ADVISORS, LLC positions

FIS

FIDELITY MERRIMACK STR TR

$291.3M
FIS

FIDELITY MERRIMACK STR TR

$204.9M
FIS

FIDELITY MERRIMACK STR TR

$185.8M
FIS

FIDELITY MERRIMACK STR TR

$184.1M
ETHA

INVESCO EXCH TRADED FD TR II

$169.6M
FIS

FIDELITY MERRIMACK STR TR

$157.6M
NVDA

NVIDIA CORPORATION

$119M
ETHA

INVESCO EXCH TRADED FD TR II

$114.4M