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 Q2	$2.57M	Hold	52,954	–	–	0.32%	47
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Abacus Planning Group's WK Position: Q2 2026 in Review

Abacus Planning Group held its Workiva (WK) position steady in Q2 2026 at 52,954 shares worth $2.57M. The position accounts for 0.32% of the portfolio, ranked #47.

Abacus Planning Group first reported a position in WK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.57M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Abacus Planning Group held 52,954 shares of Workiva worth $2.57M as of Q2 2026.
Abacus Planning Group left its Workiva share count unchanged in Q2 2026.
Workiva made up 0.32% of Abacus Planning Group's portfolio in Q2 2026, its #47 holding.
Abacus Planning Group first reported a position in Workiva in Q4 2024 and has held it in 7 quarters since.
Abacus Planning Group's Workiva position peaked at $4.57M in Q4 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.