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DiNuzzo Private Wealth’s Workiva WK Stock Holding History

DiNuzzo Private Wealth’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 		$243 Buy
5
+3
+150% +$155 ﹤0.01% 1230
2026
Q1 		$120 Sell
2
-4
-67% -$279 ﹤0.01% 1273
2025
Q4 		$518 Hold
6
– – ﹤0.01% 1071
2025
Q3 		$494 Buy
6
+3
+100% +$225 ﹤0.01% 1095
2025
Q2 		$206 Buy
+3
New +$206 ﹤0.01% 1240

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

DiNuzzo Private Wealth's WK Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Workiva (WK) stake by 150% in Q2 2026, buying an estimated $155 and bringing the position to 5 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

DiNuzzo Private Wealth first reported a position in WK in Q2 2025 and has held it in 5 quarters since. The position peaked at $518 in Q4 2025. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • DiNuzzo Private Wealth held 5 shares of Workiva worth $243 as of Q2 2026.
  • DiNuzzo Private Wealth bought 3 Workiva shares in Q2 2026, an estimated $155.
  • Workiva made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1230 holding.
  • DiNuzzo Private Wealth first reported a position in Workiva in Q2 2025 and has held it in 5 quarters since.
  • DiNuzzo Private Wealth's Workiva position peaked at $518 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.