Rothwell Investment Advisors, LLC’s Workhorse Group WKHS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3	Buy	+1	New	+$3	﹤0.01%	1134

Other funds holding WKHS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WKHS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Workhorse Group (WKHS) in Q3 2026: 1 share worth $3. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

34 funds tracked by Wall St. Rank hold WKHS as of Q3 2026.

Rothwell Investment Advisors, LLC held 1 share of Workhorse Group worth $3 as of Q3 2026.
Workhorse Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Workhorse Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1134 holding.
34 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.