BCM
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
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

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Brookstone Capital Management's WK Position: Q2 2026 in Review

Brookstone Capital Management held its Workiva (WK) position steady in Q2 2026 at 15,329 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #804.

Brookstone Capital Management first reported a position in WK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Brookstone Capital Management held 15,329 shares of Workiva worth $744K as of Q2 2026.
  • Brookstone Capital Management left its Workiva share count unchanged in Q2 2026.
  • Workiva made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #804 holding.
  • Brookstone Capital Management first reported a position in Workiva in Q3 2025 and has held it in 4 quarters since.
  • Brookstone Capital Management's Workiva position peaked at $1.32M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.