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Addison Advisors’s Workhorse Group WKHS Stock Holding History

Addison 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
2025
Q1 		– Hold
0
– -$44 – 881
2024
Q4 		– Hold
0
– – – 833
2024
Q3 		– Hold
0
– – – 830
2024
Q2 		– Hold
0
– – – 761
2024
Q1 		– Hold
0
– – – 677
2023
Q4 		– Hold
0
– – – 680
2023
Q3 		– Hold
0
– – – 635
2023
Q2 		– Hold
0
– – – 576
2023
Q1 		– Hold
0
– – – 560
2022
Q4 		– Hold
0
– – – 564
2022
Q3 		– Hold
0
– – – 524
2022
Q2 		– Hold
0
– – – 537
2022
Q1 		– Hold
0
– – – 526

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return