JPL Wealth Management’s Workiva WK Stock Holding History

JPL Wealth Management’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	$358	Buy	+6	New	+$418	﹤0.01%	1348

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JPL Wealth Management's WK Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Workiva (WK) in Q1 2026: 6 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings.

315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

JPL Wealth Management held 6 shares of Workiva worth $358 as of Q1 2026.
Workiva was a new JPL Wealth Management position in Q1 2026.
Workiva made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1348 holding.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.