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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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Group One Trading
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. 65 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.
  • 65 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.