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Global Wealth Strategies & Associates’s Workiva WK Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-703
Closed -$41.9K – 478
2026
Q1 		$41.9K Hold
703
– – 0.01% 187
2025
Q4 		$60.6K Hold
703
– – 0.02% 138
2025
Q3 		$60.5K Hold
703
– – 0.02% 133
2025
Q2 		$48.1K Hold
703
– – 0.01% 116
2025
Q1 		$53.4K Buy
+703
New +$66.4K 0.02% 111

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Global Wealth Strategies & Associates's WK Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Workiva (WK) in Q2 2026, closing a stake of 703 shares — an estimated $41.9K sold.

Global Wealth Strategies & Associates first reported a position in WK in Q1 2025 and held it in 5 quarters. The position peaked at $60.6K in Q4 2025. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 703 Workiva shares in Q2 2026, an estimated $41.9K.
  • Global Wealth Strategies & Associates first reported a position in Workiva in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Workiva position peaked at $60.6K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.