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
2026 Q2	$97	Buy	+2	New	+$103	﹤0.01%	4437
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Global Retirement Partners's WK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Workiva (WK) in Q2 2026: 2 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #4437 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WK as recently as Q4 2025.

Global Retirement Partners first reported a position in WK in Q2 2019 and has held it in 15 quarters since. The position peaked at $6.39K in Q4 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Global Retirement Partners held 2 shares of Workiva worth $97 as of Q2 2026.
Workiva was a new Global Retirement Partners position in Q2 2026.
Workiva made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4437 holding.
Global Retirement Partners first reported a position in Workiva in Q2 2019 and has held it in 15 quarters since.
Global Retirement Partners's Workiva position peaked at $6.39K in Q4 2023.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.