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

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 $7.05B AUM 26.14% 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

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. 65 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.
65 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.