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Bogart Wealth LLC’s Workiva WK Stock Holding History

Bogart Wealth LLC’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 		– Sell
-14
Closed -$1.21K – 1901
2025
Q4 		$1.21K Hold
14
– – ﹤0.01% 1279
2025
Q3 		$1.21K Hold
14
– – ﹤0.01% 1247
2025
Q2 		$958 Hold
14
– – ﹤0.01% 1235
2025
Q1 		$1.06K Hold
14
– – ﹤0.01% 1174
2024
Q4 		$1.53K Hold
14
– – ﹤0.01% 1145
2024
Q3 		$1.11K Hold
14
– – ﹤0.01% 1015
2024
Q2 		$1.02K Hold
14
– – ﹤0.01% 1003
2024
Q1 		$1.19K Hold
14
– – ﹤0.01% 959
2023
Q4 		$1.42K Hold
14
– – ﹤0.01% 932
2023
Q3 		$1.42K Hold
14
– – ﹤0.01% 927
2023
Q2 		$1.42K Hold
14
– – ﹤0.01% 918
2023
Q1 		$1.43K Buy
+14
New +$1.27K ﹤0.01% 957

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bogart Wealth LLC's WK Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Workiva (WK) in Q1 2026, closing a stake of 14 shares — an estimated $1.21K sold.

Bogart Wealth LLC first reported a position in WK in Q1 2023 and held it in 12 quarters. The position peaked at $1.53K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 14 Workiva shares in Q1 2026, an estimated $1.21K.
  • Bogart Wealth LLC first reported a position in Workiva in Q1 2023 and held it in 12 quarters.
  • Bogart Wealth LLC's Workiva position peaked at $1.53K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.