Commonwealth Equity Services
WKHS icon

Commonwealth Equity Services’s Workhorse Group WKHS Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-69
Closed -$7K – 4298
2024
Q4 		$7K Hold
69
– – ﹤0.01% 4080
2024
Q3 		$9K Buy
+69
New +$11.7K ﹤0.01% 4037
2024
Q2 		– Sell
-20
Closed -$14K – 4179
2024
Q1 		$14K Sell
20
-7
-26% -$6.04K ﹤0.01% 3977
2023
Q4 		$29K Buy
27
+1
+4% +$1.2K ﹤0.01% 3799
2023
Q3 		$33K Buy
26
+3
+13% +$7.71K ﹤0.01% 3696
2023
Q2 		$60K Buy
23
+1
+5% +$2.89K ﹤0.01% 3642
2023
Q1 		$85 Sell
22
-3
-12% -$16.6K ﹤0.01% 3520
2022
Q4 		$114K Buy
25
+11
+79% +$75.8K ﹤0.01% 3392
2022
Q3 		$116K Sell
14
-3
-18% -$29.2K ﹤0.01% 3340
2022
Q2 		$130K Sell
17
-1
-6% -$9.44K ﹤0.01% 3316
2022
Q1 		$267K Buy
18
+2
+13% +$22K ﹤0.01% 3074
2021
Q4 		$210K Sell
16
-8
-33% -$145K ﹤0.01% 3266
2021
Q3 		$549K Sell
24
-3
-11% -$90.8K ﹤0.01% 2405
2021
Q2 		$1.36M Sell
27
-4
-13% -$148K ﹤0.01% 1686
2021
Q1 		$1.28M Buy
31
+8
+35% +$575K ﹤0.01% 1623
2020
Q4 		$1.35M Buy
23
+11
+92% +$715K ﹤0.01% 1467
2020
Q3 		$876K Buy
12
+8
+200% +$457K ﹤0.01% 1569
2020
Q2 		$219K Buy
+4
New +$43.4K ﹤0.01% 2521

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services's WKHS Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Workhorse Group (WKHS) in Q1 2025, closing a stake of 69 shares — an estimated $7K sold.

Commonwealth Equity Services first reported a position in WKHS in Q2 2020 and held it in 18 quarters. The position peaked at $1.36M in Q2 2021. 33 funds tracked by Wall St. Rank hold WKHS as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Workhorse Group position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 69 Workhorse Group shares in Q1 2025, an estimated $7K.
  • Commonwealth Equity Services first reported a position in Workhorse Group in Q2 2020 and held it in 18 quarters.
  • Commonwealth Equity Services's Workhorse Group position peaked at $1.36M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.