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EverSource Wealth Advisors’s Workhorse Group WKHS Stock Holding History

EverSource Wealth 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 		$3 Hold
1
– – ﹤0.01% 4386
2026
Q1 		$3 Sell
1
-1
-50% -$4 ﹤0.01% 4377
2025
Q4 		$10 Buy
+2
New +$20 ﹤0.01% 4250
2025
Q3 		– Hold
0
– – – 4321
2025
Q2 		– Hold
0
– – – 4248
2025
Q1 		– Hold
0
– – – 4003
2024
Q4 		– Hold
0
– – – 3748
2024
Q3 		– Hold
0
– – – 3032
2024
Q2 		– Hold
0
– – – 3059
2024
Q1 		– Hold
0
– – – 2893
2023
Q4 		– Hold
0
– – – 2542
2023
Q3 		– Hold
0
– – – 2489
2023
Q2 		– Hold
0
– – – 2483
2023
Q1 		– Hold
0
– -$169 – 2550
2022
Q4 		– Hold
0
– – – 2260
2022
Q3 		– Hold
0
– – – 2160
2022
Q2 		– Hold
0
– – – 1902
2022
Q1 		– Hold
0
– -$1K – 1867
2021
Q4 		– Hold
0
– – – 1740

Other funds holding WKHS

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

EverSource Wealth Advisors's WKHS Position: Q2 2026 in Review

EverSource Wealth Advisors held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #4386.

EverSource Wealth Advisors first reported a position in WKHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $10 in Q4 2025. 24 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • EverSource Wealth Advisors held 1 share of Workhorse Group worth $3 as of Q2 2026.
  • EverSource Wealth Advisors left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4386 holding.
  • EverSource Wealth Advisors first reported a position in Workhorse Group in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Workhorse Group position peaked at $10 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.