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Medallion Wealth Advisors’s Workhorse Group WKHS Stock Holding History

Medallion Wealth Advisors’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 Hold
1
– – ﹤0.01% 1120
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 1118
2025
Q3 		– Hold
0
– – – 1104
2025
Q2 		– Hold
0
– – – 1097
2025
Q1 		– Hold
0
– – – 1075
2024
Q4 		– Hold
0
– – – 1022

Other funds holding WKHS

VCM
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
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's WKHS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Workhorse Group (WKHS) position steady in Q1 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Medallion Wealth Advisors first reported a position in WKHS in Q4 2025 and has held it in 2 quarters since. The position peaked at $5 in Q4 2025. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

  • Medallion Wealth Advisors held 1 share of Workhorse Group worth $3 as of Q1 2026.
  • Medallion Wealth Advisors left its Workhorse Group share count unchanged in Q1 2026.
  • Workhorse Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1120 holding.
  • Medallion Wealth Advisors first reported a position in Workhorse Group in Q4 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's Workhorse Group position peaked at $5 in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.