HIA
WK icon

Harbor Investment Advisory’s Workiva WK Stock Holding History

Harbor Investment Advisory’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 		$40.1K Buy
+827
New +$42.6K ﹤0.01% 799
2024
Q4 		– Sell
-210
Closed -$16.6K – 1181
2024
Q3 		$16.6K Sell
210
-491
-70% -$36.9K ﹤0.01% 775
2024
Q2 		$51.2K Buy
701
+2
+0.3% +$157 0.01% 579
2024
Q1 		$59.3K Hold
699
– – 0.01% 551
2023
Q4 		$71K Hold
699
– – 0.01% 492
2023
Q3 		$70.8K Sell
699
-480
-41% -$49.9K 0.01% 470
2023
Q2 		$120K Buy
1,179
+321
+37% +$30.9K 0.02% 454
2023
Q1 		$87.9K Hold
858
– – 0.01% 535
2022
Q4 		$72K Sell
858
-10
-1% -$775 0.01% 577
2022
Q3 		$68K Hold
868
– – 0.01% 577
2022
Q2 		$57K Hold
868
– – 0.01% 674
2022
Q1 		$102K Buy
868
+181
+26% +$20K 0.01% 533
2021
Q4 		$90K Hold
687
– – 0.01% 567
2021
Q3 		$97K Buy
+687
New +$93.1K 0.01% 535

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 $77B 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 $59.6B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return