Capital A Wealth Management’s Workhorse Group WKHS Stock Holding History

Capital A Wealth Management’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
2025 Q2	$15	Buy	+3	New	+$39	﹤0.01%	418
2025 Q1	–	Hold	0	–	–	–	709
2024 Q4	–	Hold	0	–	–	–	846

Other funds holding WKHS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's WKHS Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Workhorse Group (WKHS) in Q2 2025: 3 shares worth $15. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

34 funds tracked by Wall St. Rank hold WKHS as of Q2 2025.

Capital A Wealth Management held 3 shares of Workhorse Group worth $15 as of Q2 2025.
Workhorse Group was a new Capital A Wealth Management position in Q2 2025.
Workhorse Group made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #418 holding.
34 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.