APG
WK icon

Abacus Planning Group’s Workiva WK Stock Holding History

Abacus Planning Group’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.16M Hold
52,954
– – 0.43% 32
2025
Q4 		$4.57M Hold
52,954
– – 0.61% 27
2025
Q3 		$4.56M Hold
52,954
– – 0.63% 27
2025
Q2 		$3.62M Hold
52,954
– – 0.54% 28
2025
Q1 		$4.02M Buy
52,954
+50,924
+2,509% +$4.81M 0.7% 24
2024
Q4 		$222K Buy
+2,030
New +$187K 0.04% 195

Other funds holding WK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return