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Financial Security Advisor’s Workhorse Group WKHS Stock Holding History

Financial Security Advisor’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
-67
Closed -$6.98K – 131
2024
Q4 		$6.98K Buy
+67
New +$9.15K ﹤0.01% 120

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.88T AUM 44.46% 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 $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Financial Security Advisor's WKHS Position: Q1 2025 in Review

Financial Security Advisor sold out of Workhorse Group (WKHS) in Q1 2025, closing a stake of 67 shares — an estimated $6.98K sold.

Financial Security Advisor first reported a position in WKHS in Q4 2024 and held it in 1 quarter. The position peaked at $6.98K in Q4 2024. 33 funds tracked by Wall St. Rank hold WKHS as of Q1 2025.

  • Financial Security Advisor reported no remaining Workhorse Group position as of Q1 2025 after selling out during the quarter.
  • Financial Security Advisor sold 67 Workhorse Group shares in Q1 2025, an estimated $6.98K.
  • Financial Security Advisor first reported a position in Workhorse Group in Q4 2024 and held it in 1 quarter.
  • Financial Security Advisor's Workhorse Group position peaked at $6.98K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2025.

Based on Financial Security Advisor's 13F filing for Q1 2025, filed 1 May 2025.