Global Retirement Partners’s Workiva WK Stock Holding History

Global Retirement Partners’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
2025 Q4	$4.14K	Buy	48 +1	+2%	+$89	﹤0.01%	3497
2025 Q3	$4.05K	Hold	47	–	–	﹤0.01%	3057
2025 Q2	$3.22K	Buy	+47	New	+$3.23K	﹤0.01%	3067
2024 Q4	$4.82K	Hold	44	–	–	﹤0.01%	2699
2024 Q3	$3.48K	Sell	44 -19	-30%	-$1.43K	﹤0.01%	2725
2024 Q2	$4.6K	Sell	63 -4	-6%	-$315	﹤0.01%	2650
2024 Q1	$5.68K	Hold	67	–	–	﹤0.01%	2345
2023 Q4	$6.39K	Buy	67 +63	+1,575%	+$6.08K	﹤0.01%	2224
2023 Q3	$392	Hold	4	–	–	﹤0.01%	3015
2023 Q2	$407	Hold	4	–	–	﹤0.01%	2993
2023 Q1	$350	Hold	4	–	–	﹤0.01%	2999
2022 Q4	$336	Buy	+4	New	+$310	﹤0.01%	2842
2019 Q4	–	Sell	-76	Closed	-$3K	–	1714
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	1417
2019 Q2	$4K	Buy	+76	New	+$4.07K	﹤0.01%	1352

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Global Retirement Partners's WK Position: Q4 2025 in Review

Global Retirement Partners increased its Workiva (WK) stake by 2.1% in Q4 2025, buying an estimated $89 and bringing the position to 48 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

Global Retirement Partners first reported a position in WK in Q2 2019 and has held it in 14 quarters since. The position peaked at $6.39K in Q4 2023. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

Global Retirement Partners held 48 shares of Workiva worth $4.14K as of Q4 2025.
Global Retirement Partners bought 1 Workiva share in Q4 2025, an estimated $89.
Workiva made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3497 holding.
Global Retirement Partners first reported a position in Workiva in Q2 2019 and has held it in 14 quarters since.
Global Retirement Partners's Workiva position peaked at $6.39K in Q4 2023.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.