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Activest Wealth Management’s Workiva WK Stock Holding History

Activest 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 		$825 Buy
+17
New +$876 ﹤0.01% 987
2025
Q2 		– Sell
-5
Closed -$344 – 1198
2025
Q1 		$380 Buy
+5
New +$472 ﹤0.01% 875

Other funds holding WK

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Workiva (WK) in Q2 2026: 17 shares worth $825. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in WK as recently as Q1 2025.

Activest Wealth Management first reported a position in WK in Q1 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Activest Wealth Management held 17 shares of Workiva worth $825 as of Q2 2026.
  • Workiva was a new Activest Wealth Management position in Q2 2026.
  • Workiva made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #987 holding.
  • Activest Wealth Management first reported a position in Workiva in Q1 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.