HI
WK icon

Harbour Investments’s Workiva WK Stock Holding History

Harbour Investments’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
Q1 		$30.4K Hold
509
– – ﹤0.01% 2627
2025
Q4 		$43.9K Hold
509
– – ﹤0.01% 2025
2025
Q3 		$43.8K Hold
509
– – ﹤0.01% 1974
2025
Q2 		$34.8K Hold
509
– – ﹤0.01% 1977
2025
Q1 		$38.6K Buy
+509
New +$48.1K ﹤0.01% 1900
2022
Q4 		– Sell
-64
Closed -$4K – 3124
2022
Q3 		$4K Hold
64
– – ﹤0.01% 2275
2022
Q2 		$4K Buy
+64
New +$5.33K ﹤0.01% 2275
2021
Q4 		$8K Sell
64
-10
-14% -$1.41K ﹤0.01% 2033
2021
Q3 		$10K Buy
74
+73
+7,300% +$9.89K ﹤0.01% 2689
2021
Q2 		$0 Buy
+1
New +$97 ﹤0.01% 3999

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return