IWA
WK icon

Icon Wealth Advisors’s Workiva WK Stock Holding History

Icon Wealth Advisors’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
2025
Q2 		– Sell
-1,434
Closed -$109K – 537
2025
Q1 		$109K Sell
1,434
-1,472
-51% -$139K 0.01% 465
2024
Q4 		$318K Sell
2,906
-214
-7% -$19.7K 0.03% 291
2024
Q3 		$247K Sell
3,120
-1,454
-32% -$109K 0.02% 320
2024
Q2 		$337K Sell
4,574
-1,012
-18% -$79.6K 0.03% 266
2024
Q1 		$474K Sell
5,586
-563
-9% -$50.7K 0.04% 218
2023
Q4 		$624K Buy
+6,149
New +$593K 0.07% 166
2022
Q4 		$545K Sell
6,494
-506
-7% -$39.2K 0.06% 181
2022
Q3 		$545K Buy
+7,000
New +$478K 0.07% 179

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Icon Wealth Advisors's WK Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Workiva (WK) in Q2 2025, closing a stake of 1,434 shares — an estimated $109K sold.

Icon Wealth Advisors first reported a position in WK in Q3 2022 and held it in 8 quarters. The position peaked at $624K in Q4 2023. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,434 Workiva shares in Q2 2025, an estimated $109K.
  • Icon Wealth Advisors first reported a position in Workiva in Q3 2022 and held it in 8 quarters.
  • Icon Wealth Advisors's Workiva position peaked at $624K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.