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

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

Harbor Investment Advisory's WK Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Workiva (WK) in Q2 2026: 827 shares worth $40.1K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in WK as recently as Q3 2024.

Harbor Investment Advisory first reported a position in WK in Q3 2021 and has held it in 14 quarters since. The position peaked at $120K in Q2 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Harbor Investment Advisory held 827 shares of Workiva worth $40.1K as of Q2 2026.
Workiva was a new Harbor Investment Advisory position in Q2 2026.
Workiva made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #799 holding.
Harbor Investment Advisory first reported a position in Workiva in Q3 2021 and has held it in 14 quarters since.
Harbor Investment Advisory's Workiva position peaked at $120K in Q2 2023.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.