Abound Wealth Management’s Workiva WK Stock Holding History

Abound Wealth Management’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	$24.3K	Hold	500	–	–	﹤0.01%	343
2026 Q1	$29.8K	Hold	500	–	–	0.01%	328
2025 Q4	$43.1K	Hold	500	–	–	0.01%	253
2025 Q3	$43K	Hold	500	–	–	0.01%	228
2025 Q2	$34.2K	Hold	500	–	–	0.01%	255
2025 Q1	$38K	Hold	500	–	–	0.01%	219
2024 Q4	$54.8K	Hold	500	–	–	0.02%	167
2024 Q3	$39.6K	Hold	500	–	–	0.01%	207
2024 Q2	$36.5K	Hold	500	–	–	0.01%	185
2024 Q1	$42.4K	Hold	500	–	–	0.02%	162
2023 Q4	$50.8K	Hold	500	–	–	0.02%	143
2023 Q3	$50.7K	Hold	500	–	–	0.02%	131
2023 Q2	$50.8K	Hold	500	–	–	0.02%	129
2023 Q1	$51.2K	Hold	500	–	–	0.02%	124
2022 Q4	$42K	Hold	500	–	–	0.02%	129
2022 Q3	$38.9K	Buy	+500	New	+$34.1K	0.02%	135

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

Abound Wealth Management's WK Position: Q2 2026 in Review

Abound Wealth Management held its Workiva (WK) position steady in Q2 2026 at 500 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Abound Wealth Management first reported a position in WK in Q3 2022 and has held it in 16 quarters since. The position peaked at $54.8K in Q4 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Abound Wealth Management held 500 shares of Workiva worth $24.3K as of Q2 2026.
Abound Wealth Management left its Workiva share count unchanged in Q2 2026.
Workiva made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #343 holding.
Abound Wealth Management first reported a position in Workiva in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Workiva position peaked at $54.8K in Q4 2024.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.