Avantax Planning Partners’s Workiva WK Stock Holding History

Avantax Planning Partners’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	$992K	Hold	16,640	–	–	0.03%	194
2025 Q4	$1.44M	Hold	16,640	–	–	0.04%	159
2025 Q3	$1.43M	Hold	16,640	–	–	0.04%	162
2025 Q2	$1.14M	Hold	16,640	–	–	0.04%	184
2025 Q1	$1.26M	Sell	16,640 -1,106	-6%	-$104K	0.04%	166
2024 Q4	$1.94M	Hold	17,746	–	–	0.07%	127
2024 Q3	$1.4M	Hold	17,746	–	–	0.05%	153
2024 Q2	$1.3M	Hold	17,746	–	–	0.04%	187
2024 Q1	$1.5M	Sell	17,746 -9	-0.1%	-$811	0.05%	175
2023 Q4	$1.8M	Buy	17,755 +9	+0.1%	+$868	0.07%	119
2023 Q3	$1.8M	Buy	+17,746	New	+$1.84M	0.08%	114
2022 Q1	–	Sell	-1,650	Closed	-$215K	–	383
2021 Q4	$215K	Buy	+1,650	New	+$233K	0.01%	324
2017 Q4	–	Sell	-27,332	Closed	-$570K	–	365
2017 Q3	$570K	Hold	27,332	–	–	0.04%	188
2017 Q2	$521K	Hold	27,332	–	–	0.04%	185
2017 Q1	$428K	Hold	27,332	–	–	0.04%	198
2016 Q4	$373K	Buy	+27,332	New	+$419K	0.04%	202

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

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

Avantax Planning Partners's WK Position: Q1 2026 in Review

Avantax Planning Partners held its Workiva (WK) position steady in Q1 2026 at 16,640 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #194.

Avantax Planning Partners first reported a position in WK in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.94M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Avantax Planning Partners held 16,640 shares of Workiva worth $992K as of Q1 2026.
Avantax Planning Partners left its Workiva share count unchanged in Q1 2026.
Workiva made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #194 holding.
Avantax Planning Partners first reported a position in Workiva in Q4 2016 and has held it in 16 quarters since.
Avantax Planning Partners's Workiva position peaked at $1.94M in Q4 2024.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.