Clearstead Advisors’s Workhorse Group WKHS Stock Holding History

Clearstead Advisors’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
2026 Q2	$4	Hold	1	–	–	﹤0.01%	3650
2026 Q1	$4	Hold	1	–	–	﹤0.01%	2229
2025 Q4	$6	Buy	+1	New	+$10	﹤0.01%	2723
2025 Q3	–	Hold	0	–	–	–	3084
2025 Q2	–	Hold	0	–	–	–	2733
2025 Q1	–	Hold	0	–	–	–	2193
2024 Q4	–	Hold	0	–	–	–	2095
2024 Q3	–	Hold	0	–	–	–	2038
2024 Q2	–	Hold	0	–	–	–	2023
2024 Q1	–	Hold	0	–	–	–	1540
2023 Q4	–	Hold	0	–	-$52	–	1615
2023 Q3	–	Hold	0	–	–	–	1462
2023 Q2	–	Hold	0	–	–	–	1349
2023 Q1	–	Hold	0	–	–	–	1344
2022 Q4	–	Hold	0	–	–	–	1274
2022 Q3	–	Hold	0	–	–	–	1377
2022 Q2	–	Sell	-2	Closed	-$18.9K	–	1466
2022 Q1	$24K	Hold	2	–	–	﹤0.01%	829
2021 Q4	$21K	Hold	2	–	–	﹤0.01%	825
2021 Q3	$37K	Hold	2	–	–	﹤0.01%	660
2021 Q2	$81K	Hold	2	–	–	0.01%	487
2021 Q1	$67K	Hold	2	–	–	0.01%	503
2020 Q4	$106K	Hold	2	–	–	0.01%	403
2020 Q3	$135K	Buy	+2	New	+$114K	0.01%	326

Other funds holding WKHS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Clearstead Advisors's WKHS Position: Q2 2026 in Review

Clearstead Advisors held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

Clearstead Advisors first reported a position in WKHS in Q3 2020 and has held it in 10 quarters since. The position peaked at $135K in Q3 2020. 64 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

Clearstead Advisors held 1 share of Workhorse Group worth $4 as of Q2 2026.
Clearstead Advisors left its Workhorse Group share count unchanged in Q2 2026.
Workhorse Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3650 holding.
Clearstead Advisors first reported a position in Workhorse Group in Q3 2020 and has held it in 10 quarters since.
Clearstead Advisors's Workhorse Group position peaked at $135K in Q3 2020.
64 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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