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Capital Advisors Ltd’s Workiva WK Stock Holding History

Capital Advisors Ltd’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 		– Sell
-8
Closed – – 1596
2026
Q1 		$0 Buy
8
+5
+167% +$349 ﹤0.01% 1620
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1595
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1568
2025
Q2 		$0 Sell
3
-12
-80% -$825 ﹤0.01% 1650
2025
Q1 		$1K Hold
15
– – ﹤0.01% 1294
2024
Q4 		$2K Hold
15
– – ﹤0.01% 1124
2024
Q3 		$1K Hold
15
– – ﹤0.01% 1319
2024
Q2 		$1K Hold
15
– – ﹤0.01% 1318
2024
Q1 		$1K Hold
15
– – ﹤0.01% 1297
2023
Q4 		$2K Hold
15
– – ﹤0.01% 1066
2023
Q3 		$2K Hold
15
– – ﹤0.01% 1056
2023
Q2 		$2K Hold
15
– – ﹤0.01% 1060
2023
Q1 		$2K Hold
15
– – ﹤0.01% 954
2022
Q4 		$1K Sell
15
-27
-64% -$2.09K ﹤0.01% 1127
2022
Q3 		$3K Buy
42
+35
+500% +$2.39K ﹤0.01% 786
2022
Q2 		$0 Buy
+7
New +$583 ﹤0.01% 1356

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

Capital Advisors Ltd's WK Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Workiva (WK) in Q2 2026, closing a stake of 8 shares.

Capital Advisors Ltd first reported a position in WK in Q2 2022 and held it in 16 quarters. The position peaked at $3K in Q3 2022. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 8 Workiva shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Workiva in Q2 2022 and held it in 16 quarters.
  • Capital Advisors Ltd's Workiva position peaked at $3K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.