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Blue Trust Inc’s Workhorse Group WKHS Stock Holding History

Blue Trust Inc’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 		$15 Hold
5
– – ﹤0.01% 2439
2026
Q1 		$15 Hold
5
– – ﹤0.01% 2492
2025
Q4 		$25 Buy
5
+2
+67% +$20 ﹤0.01% 2523
2025
Q3 		$42 Hold
3
– – ﹤0.01% 2553
2025
Q2 		$42 Sell
3
-2
-40% -$26 ﹤0.01% 2427
2025
Q1 		$103 Buy
5
+1
+25% +$71 ﹤0.01% 2445
2024
Q4 		$435 Sell
4
-1
-20% -$137 ﹤0.01% 2334
2024
Q3 		$1.08K Sell
5
-86
-95% -$14.5K ﹤0.01% 2693
2024
Q2 		$3.21K Buy
+91
New +$47.7K ﹤0.01% 2323

Other funds holding WKHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Blue Trust Inc's WKHS Position: Q2 2026 in Review

Blue Trust Inc held its Workhorse Group (WKHS) position steady in Q2 2026 at 5 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Blue Trust Inc first reported a position in WKHS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.21K in Q2 2024. 36 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Blue Trust Inc held 5 shares of Workhorse Group worth $15 as of Q2 2026.
  • Blue Trust Inc left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2439 holding.
  • Blue Trust Inc first reported a position in Workhorse Group in Q2 2024 and has held it in 9 quarters since.
  • Blue Trust Inc's Workhorse Group position peaked at $3.21K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.