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Legacy Wealth Management (Idaho)’s Workhorse Group WKHS Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$4 – 968
2026
Q1 		$4 Buy
+1
New +$4 ﹤0.01% 1039

Other funds holding WKHS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WKHS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Workhorse Group (WKHS) in Q2 2026, closing a stake of 1 share — an estimated $4 sold.

Legacy Wealth Management (Idaho) first reported a position in WKHS in Q1 2026 and held it in 1 quarter. The position peaked at $4 in Q1 2026. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Workhorse Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1 Workhorse Group share in Q2 2026, an estimated $4.
  • Legacy Wealth Management (Idaho) first reported a position in Workhorse Group in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Workhorse Group position peaked at $4 in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.