Advisors Asset Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$50K Sell
839
-15
-2% -$1.05K ﹤0.01% 1298
2025
Q4
$73.7K Sell
854
-12
-1% -$1.06K ﹤0.01% 1272
2025
Q3
$74.5K Sell
866
-156
-15% -$11.7K ﹤0.01% 1255
2025
Q2
$70K Sell
1,022
-117
-10% -$8.05K ﹤0.01% 1248
2025
Q1
$86.5K Buy
1,139
+71
+7% +$6.71K ﹤0.01% 1224
2024
Q4
$117K Buy
1,068
+66
+7% +$6.08K ﹤0.01% 1199
2024
Q3
$79.3K Buy
1,002
+90
+10% +$6.76K ﹤0.01% 1256
2024
Q2
$66.6K Sell
912
-297
-25% -$23.4K ﹤0.01% 1253
2024
Q1
$103K Sell
1,209
-462
-28% -$41.6K ﹤0.01% 1214
2023
Q4
$170K Sell
1,671
-267
-14% -$25.8K ﹤0.01% 1139
2023
Q3
$196K Sell
1,938
-439
-18% -$45.6K ﹤0.01% 1116
2023
Q2
$242K Sell
2,377
-1,572
-40% -$151K ﹤0.01% 1087
2023
Q1
$404K Sell
3,949
-3,634
-48% -$329K 0.01% 975
2022
Q4
$637K Sell
7,583
-4,231
-36% -$328K 0.01% 884
2022
Q3
$919K Sell
11,814
-699
-6% -$47.7K 0.02% 757
2022
Q2
$826K Sell
12,513
-133
-1% -$11.1K 0.02% 809
2022
Q1
$1.49M Buy
12,646
+2,189
+21% +$242K 0.02% 682
2021
Q4
$1.36M Buy
10,457
+6,249
+149% +$881K 0.02% 741
2021
Q3
$593K Buy
4,208
+3,821
+987% +$518K 0.01% 953
2021
Q2
$43K Buy
+387
New +$37.6K ﹤0.01% 1360

Other funds holding WK

Advisors Asset Management's WK Position: Q1 2026 in Review

Advisors Asset Management reduced its Workiva (WK) stake by 1.8% in Q1 2026, selling an estimated $1.05K and leaving 839 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Advisors Asset Management first reported a position in WK in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q1 2022. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Advisors Asset Management held 839 shares of Workiva worth $50K as of Q1 2026.
  • Advisors Asset Management sold 15 Workiva shares in Q1 2026, an estimated $1.05K.
  • Workiva made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1298 holding.
  • Advisors Asset Management first reported a position in Workiva in Q2 2021 and has held it in 20 quarters since.
  • Advisors Asset Management's Workiva position peaked at $1.49M in Q1 2022.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.