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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
2022
Q3 		– Hold
0
– – – 409
2022
Q2 		– Hold
0
– – – 455
2022
Q1 		– Hold
0
– – – 469
2021
Q4 		– Hold
0
– – – 466
2021
Q3 		– Hold
0
– – – 443
2021
Q2 		– Hold
0
– – – 455
2021
Q1 		– Hold
0
– – – 455
2020
Q4 		– Hold
0
– – – 389
2020
Q3 		– Hold
0
– – – 349

Other funds holding WKHS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Atwood & Palmer's WKHS Position: Q2 2026 in Review

Atwood & Palmer held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Atwood & Palmer first reported a position in WKHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6 in Q4 2025. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Atwood & Palmer held 1 share of Workhorse Group worth $4 as of Q2 2026.
  • Atwood & Palmer left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #494 holding.
  • Atwood & Palmer first reported a position in Workhorse Group in Q4 2025 and has held it in 3 quarters since.
  • Atwood & Palmer's Workhorse Group position peaked at $6 in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.