Acumen Wealth Advisors’s Workhorse Group WKHS Stock Holding History

Acumen Wealth Advisors’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	$4	Hold	1	–	–	﹤0.01%	491
2026 Q1	$4	Buy	+1	New	+$4	﹤0.01%	439

Other funds holding WKHS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Acumen Wealth Advisors's WKHS Position: Q2 2026 in Review

Acumen Wealth Advisors held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Acumen Wealth Advisors first reported a position in WKHS in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

Acumen Wealth Advisors held 1 share of Workhorse Group worth $4 as of Q2 2026.
Acumen Wealth Advisors left its Workhorse Group share count unchanged in Q2 2026.
Workhorse Group made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #491 holding.
Acumen Wealth Advisors first reported a position in Workhorse Group in Q1 2026 and has held it in 2 quarters since.
64 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.