Brookstone Capital Management
WK icon

Brookstone Capital Management’s Workiva WK Stock Holding History

Brookstone Capital Management’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
Q3 		$1.02M Hold
15,329
– – 0.01% 700
2026
Q2 		$744K Hold
15,329
– – 0.01% 804
2026
Q1 		$914K Hold
15,329
– – 0.01% 675
2025
Q4 		$1.32M Buy
15,329
+7,000
+84% +$620K 0.02% 555
2025
Q3 		$717K Buy
+8,329
New +$626K 0.01% 712

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Brookstone Capital Management's WK Position: Q3 2026 in Review

Brookstone Capital Management held its Workiva (WK) position steady in Q3 2026 at 15,329 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #700.

Brookstone Capital Management first reported a position in WK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 128 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Brookstone Capital Management held 15,329 shares of Workiva worth $1.02M as of Q3 2026.
  • Brookstone Capital Management left its Workiva share count unchanged in Q3 2026.
  • Workiva made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #700 holding.
  • Brookstone Capital Management first reported a position in Workiva in Q3 2025 and has held it in 5 quarters since.
  • Brookstone Capital Management's Workiva position peaked at $1.32M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.