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 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 Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Group One Trading

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return