AWM
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Activest Wealth Management’s Workhorse Group WKHS Stock Holding History

Activest Wealth Management’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
Q2 		$6 Buy
2
+1
+100% +$3 ﹤0.01% 1335
2026
Q1 		$3 Hold
1
– – ﹤0.01% 1228
2025
Q4 		$5 Hold
1
– – ﹤0.01% 1117
2025
Q3 		$9 Hold
1
– – ﹤0.01% 1131
2025
Q2 		$9 Hold
1
– – ﹤0.01% 1025
2025
Q1 		$15 Hold
1
– – ﹤0.01% 1022
2024
Q4 		$70 Hold
1
– – ﹤0.01% 721
2024
Q3 		$87 Hold
1
– – ﹤0.01% 527
2024
Q2 		$157 Buy
+1
New +$524 ﹤0.01% 488

Other funds holding WKHS

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

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

Activest Wealth Management increased its Workhorse Group (WKHS) stake by 100% in Q2 2026, buying an estimated $3 and bringing the position to 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Activest Wealth Management first reported a position in WKHS in Q2 2024 and has held it in 9 quarters since. The position peaked at $157 in Q2 2024. 8 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Activest Wealth Management held 2 shares of Workhorse Group worth $6 as of Q2 2026.
  • Activest Wealth Management bought 1 Workhorse Group share in Q2 2026, an estimated $3.
  • Workhorse Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1335 holding.
  • Activest Wealth Management first reported a position in Workhorse Group in Q2 2024 and has held it in 9 quarters since.
  • Activest Wealth Management's Workhorse Group position peaked at $157 in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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