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MBM Wealth Consultants’s Workhorse Group WKHS Stock Holding History

MBM Wealth Consultants’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 -$3 – 374
2026
Q1 		$3 Buy
+1
New +$4 ﹤0.01% 387
2023
Q2 		– Hold
0
– – – 269
2023
Q1 		– Hold
0
– – – 345
2022
Q4 		– Hold
0
– – – 344
2022
Q3 		– Hold
0
– – – 285
2022
Q2 		– Hold
0
– – – 316
2022
Q1 		– Hold
0
– – – 323
2021
Q4 		– Hold
0
– – – 308
2021
Q3 		– Hold
0
– – – 299
2021
Q2 		– Hold
0
– – – 260
2021
Q1 		– Hold
0
– – – 251
2020
Q4 		– Hold
0
– – – 230
2020
Q3 		– Hold
0
– – – 221
2020
Q2 		– Hold
0
– – – 208

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

MBM Wealth Consultants's WKHS Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Workhorse Group (WKHS) in Q2 2026, closing a stake of 1 share — an estimated $3 sold.

MBM Wealth Consultants first reported a position in WKHS in Q1 2026 and held it in 1 quarter. The position peaked at $3 in Q1 2026. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Workhorse Group position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 1 Workhorse Group share in Q2 2026, an estimated $3.
  • MBM Wealth Consultants first reported a position in Workhorse Group in Q1 2026 and held it in 1 quarter.
  • MBM Wealth Consultants's Workhorse Group position peaked at $3 in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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