Advocate Investing Services’s Workiva WK Stock Holding History

Advocate Investing Services’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7	Closed	-$604	–	481
2025 Q4	$604	Buy	+7	New	+$620	﹤0.01%	406

Other funds holding WK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Advocate Investing Services's WK Position: Q1 2026 in Review

Advocate Investing Services sold out of Workiva (WK) in Q1 2026, closing a stake of 7 shares — an estimated $604 sold.

Advocate Investing Services first reported a position in WK in Q4 2025 and held it in 1 quarter. The position peaked at $604 in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Advocate Investing Services reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
Advocate Investing Services sold 7 Workiva shares in Q1 2026, an estimated $604.
Advocate Investing Services first reported a position in Workiva in Q4 2025 and held it in 1 quarter.
Advocate Investing Services's Workiva position peaked at $604 in Q4 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.