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Atwood & Palmer’s Workhorse Group WKHS Stock Holding History

Atwood & Palmer’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% 494
2026
Q1 		$4 Hold
1
– – ﹤0.01% 530
2025
Q4 		$6 Buy
+1
New +$10 ﹤0.01% 486
2025
Q3 		– Hold
0
– – – 489
2025
Q2 		– Hold
0
– – – 514
2025
Q1 		– Hold
0
– – – 440
2024
Q4 		– Hold
0
– – – 469
2024
Q3 		– Hold
0
– – – 472
2024
Q2 		– Hold
0
– – – 436
2024
Q1 		– Hold
0
– – – 415
2023
Q4 		– Hold
0
– – – 402
2023
Q3 		– Hold
0
– – – 424
2023
Q2 		– Hold
0
– – – 394
2023
Q1 		– Hold
0
– – – 369
2022
Q4 		– Hold
0
– – – 389

Other funds holding WKHS

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return