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Lodestone Wealth Management’s Workhorse Group WKHS Stock Holding History

Lodestone Wealth Management’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 		$3 Hold
1
– – ﹤0.01% 779
2026
Q1 		$3 Hold
1
– – ﹤0.01% 779
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 796

Other funds holding WKHS

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Lodestone Wealth Management's WKHS Position: Q2 2026 in Review

Lodestone Wealth Management held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Lodestone Wealth Management first reported a position in WKHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5 in Q4 2025. 23 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Lodestone Wealth Management held 1 share of Workhorse Group worth $3 as of Q2 2026.
  • Lodestone Wealth Management left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #779 holding.
  • Lodestone Wealth Management first reported a position in Workhorse Group in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Workhorse Group position peaked at $5 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.