BerganKDV Wealth Management’s Workhorse Group WKHS Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Hold	0	–	–	–	821
2023 Q1	–	Hold	0	–	–	–	948
2022 Q4	–	Hold	0	–	–	–	912
2022 Q3	–	Hold	0	–	–	–	940
2022 Q2	–	Hold	0	–	–	–	950
2022 Q1	–	Hold	0	–	–	–	824
2021 Q4	–	Hold	0	–	–	–	946
2021 Q3	–	Hold	0	–	–	–	799
2021 Q2	–	Hold	0	–	–	–	650
2021 Q1	–	Hold	0	–	–	–	629
2020 Q4	–	Hold	0	–	–	–	579
2020 Q3	–	Hold	0	–	–	–	485
2020 Q2	–	Hold	0	–	–	–	546

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return