HR
WK icon

Hardy Reed’s Workiva WK Stock Holding History

Hardy Reed’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 		– Sell
-2,543
Closed -$219K – 258
2025
Q4 		$219K Hold
2,543
– – 0.02% 224
2025
Q3 		$219K Sell
2,543
-882
-26% -$66.3K 0.02% 231
2025
Q2 		$234K Sell
3,425
-38
-1% -$2.61K 0.02% 219
2025
Q1 		$263K Hold
3,463
– – 0.02% 196
2024
Q4 		$379K Hold
3,463
– – 0.03% 156
2024
Q3 		$274K Buy
3,463
+38
+1% +$2.85K 0.02% 201
2024
Q2 		$250K Hold
3,425
– – 0.03% 204
2024
Q1 		$290K Buy
3,425
+215
+7% +$19.4K 0.04% 92
2023
Q4 		$326K Sell
3,210
-15
-0.5% -$1.45K 0.04% 88
2023
Q3 		$327K Hold
3,225
– – 0.06% 76
2023
Q2 		$328K Hold
3,225
– – 0.06% 73
2023
Q1 		$330K Sell
3,225
-363
-10% -$32.9K 0.06% 81
2022
Q4 		$301K Hold
3,588
– – 0.06% 82
2022
Q3 		$279K Buy
3,588
+443
+14% +$30.2K 0.06% 67
2022
Q2 		$208K Sell
3,145
-17
-0.5% -$1.42K 0.04% 76
2022
Q1 		$373K Buy
3,162
+135
+4% +$14.9K 0.07% 57
2021
Q4 		$395K Sell
3,027
-464
-13% -$65.4K 0.07% 70
2021
Q3 		$492K Hold
3,491
– – 0.09% 57
2021
Q2 		$389K Buy
3,491
+200
+6% +$19.4K 0.07% 64
2021
Q1 		$290K Buy
3,291
+490
+17% +$48.5K 0.06% 78
2020
Q4 		$257K Buy
+2,801
New +$197K 0.05% 87

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