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AAM
Advisors Asset Management’s
Workiva
WK
Stock Holding History
Advisors Asset Management’s Portfolio
WK Stock Details
WK Fund Activity
Bought
Maintained
Sold
Shares
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
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
EC
Eminence Capital
New York
$4.36B AUM
3.1%
1-Year Est. Return
JCAM
Jericho Capital Asset Management
New York
$6.76B AUM
88.1%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
EDRH
Edmond de Rothschild Holding
Chambesy, Switzerland
$6.91B AUM
19.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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