Fidelity Investments
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Fidelity Investments’s Workhorse Group WKHS Stock Holding History

Fidelity Investments’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 		– Sell
-4
Closed -$12 – 5730
2026
Q1 		$11 Buy
4
+3
+300% +$12 ﹤0.01% 5375
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 5391
2025
Q3 		– Hold
0
– -$3 – 5596
2025
Q2 		– Sell
-14
Closed -$182 – 5304
2025
Q1 		$305 Buy
+14
New +$988 ﹤0.01% 5057
2024
Q4 		– Sell
-7
Closed -$957 – 5473
2024
Q3 		$918 Sell
7
-44
-86% -$7.44K ﹤0.01% 4916
2024
Q2 		$12K Hold
51
– – ﹤0.01% 4265
2024
Q1 		$35.9K Buy
51
+44
+629% +$37.9K ﹤0.01% 3754
2023
Q4 		$7.42K Sell
7
-9
-56% -$10.8K ﹤0.01% 4333
2023
Q3 		$20.5K Buy
16
+14
+700% +$36K ﹤0.01% 3791
2023
Q2 		$5.07K Sell
2
-4
-67% -$11.5K ﹤0.01% 4364
2023
Q1 		$24.2K Buy
6
+4
+200% +$22.1K ﹤0.01% 3764
2022
Q4 		$10.4K Hold
2
– – ﹤0.01% 4000
2022
Q3 		$18K Hold
2
– – ﹤0.01% 3899
2022
Q2 		$14K Buy
2
+1
+100% +$9.44K ﹤0.01% 4007
2022
Q1 		$20K Buy
+1
New +$11K ﹤0.01% 4025
2021
Q4 		– Hold
0
– – – 4990
2021
Q3 		– Hold
0
– – – 3941
2021
Q2 		– Sell
-1
Closed -$37K – 4120
2021
Q1 		$40K Sell
1
-1
-50% -$71.8K ﹤0.01% 3102
2020
Q4 		$101K Buy
2
+1
+100% +$65K ﹤0.01% 2883
2020
Q3 		$58K Buy
+1
New +$57.2K ﹤0.01% 2866

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

Fidelity Investments's WKHS Position: Q2 2026 in Review

Fidelity Investments sold out of Workhorse Group (WKHS) in Q2 2026, closing a stake of 4 shares — an estimated $12 sold.

Fidelity Investments first reported a position in WKHS in Q3 2020 and held it in 17 quarters. The position peaked at $101K in Q4 2020. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Fidelity Investments reported no remaining Workhorse Group position as of Q2 2026 after selling out during the quarter.
  • Fidelity Investments sold 4 Workhorse Group shares in Q2 2026, an estimated $12.
  • Fidelity Investments first reported a position in Workhorse Group in Q3 2020 and held it in 17 quarters.
  • Fidelity Investments's Workhorse Group position peaked at $101K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.