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Clearstead Advisors’s Workiva WK Stock Holding History

Clearstead Advisors’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 		$4.13K Buy
+85
New +$4.38K ﹤0.01% 2247
2026
Q1 		– Sell
-19
Closed -$1.64K – 2853
2025
Q4 		$1.64K Sell
19
-31
-62% -$2.75K ﹤0.01% 2167
2025
Q3 		$4.3K Buy
50
+46
+1,150% +$3.46K ﹤0.01% 2211
2025
Q2 		$274 Buy
+4
New +$275 ﹤0.01% 2545
2024
Q3 		– Sell
-59
Closed -$4.31K – 2119
2024
Q2 		$4.31K Buy
+59
New +$4.64K ﹤0.01% 1708
2022
Q2 		– Sell
-60
Closed -$7K – 1465
2022
Q1 		$7K Buy
+60
New +$6.63K ﹤0.01% 1047

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

Clearstead Advisors's WK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Workiva (WK) in Q2 2026: 85 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WK as recently as Q4 2025.

Clearstead Advisors first reported a position in WK in Q1 2022 and has held it in 6 quarters since. The position peaked at $7K in Q1 2022. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Clearstead Advisors held 85 shares of Workiva worth $4.13K as of Q2 2026.
  • Workiva was a new Clearstead Advisors position in Q2 2026.
  • Workiva made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2247 holding.
  • Clearstead Advisors first reported a position in Workiva in Q1 2022 and has held it in 6 quarters since.
  • Clearstead Advisors's Workiva position peaked at $7K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.