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 Q3	$15	Hold	5	–	–	﹤0.01%	2505
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Blue Trust Inc's WKHS Position: Q3 2026 in Review

Blue Trust Inc held its Workhorse Group (WKHS) position steady in Q3 2026 at 5 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Blue Trust Inc first reported a position in WKHS in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.21K in Q2 2024. 34 funds tracked by Wall St. Rank hold WKHS as of Q3 2026.

Blue Trust Inc held 5 shares of Workhorse Group worth $15 as of Q3 2026.
Blue Trust Inc left its Workhorse Group share count unchanged in Q3 2026.
Workhorse Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2505 holding.
Blue Trust Inc first reported a position in Workhorse Group in Q2 2024 and has held it in 10 quarters since.
Blue Trust Inc's Workhorse Group position peaked at $3.21K in Q2 2024.
34 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.