Mount Yale Investment Advisors’s Workiva WK Stock Holding History

Mount Yale Investment Advisors’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,434	Closed	-$205K	–	1274
2026 Q1	$205K	Buy	+3,434	New	+$239K	﹤0.01%	1053
2025 Q3	–	Sell	-4,608	Closed	-$315K	–	1609
2025 Q2	$315K	Buy	4,608 +345	+8%	+$23.7K	0.02%	437
2025 Q1	$324K	Buy	4,263 +584	+16%	+$55.2K	0.03%	414
2024 Q4	$403K	Sell	3,679 -6	-0.2%	-$553	0.03%	378
2024 Q3	$292K	Buy	3,685 +736	+25%	+$55.3K	0.03%	444
2024 Q2	$215K	Buy	+2,949	New	+$232K	0.02%	508
2024 Q1	–	Sell	-2,284	Closed	-$232K	–	568
2023 Q4	$232K	Sell	2,284 -28	-1%	-$2.7K	0.02%	456
2023 Q3	$234K	Sell	2,312 -430	-16%	-$44.7K	0.03%	445
2023 Q2	$279K	Sell	2,742 -630	-19%	-$60.6K	0.03%	407
2023 Q1	$345K	Buy	+3,372	New	+$306K	0.04%	353
2022 Q2	–	Sell	-2,351	Closed	-$277K	–	502
2022 Q1	$277K	Buy	2,351 +552	+31%	+$61K	0.03%	383
2021 Q4	$235K	Sell	1,799 -31	-2%	-$4.37K	0.02%	422
2021 Q3	$258K	Buy	+1,830	New	+$248K	0.03%	385

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Mount Yale Investment Advisors's WK Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Workiva (WK) in Q2 2026, closing a stake of 3,434 shares — an estimated $205K sold.

Mount Yale Investment Advisors first reported a position in WK in Q3 2021 and held it in 13 quarters. The position peaked at $403K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,434 Workiva shares in Q2 2026, an estimated $205K.
Mount Yale Investment Advisors first reported a position in Workiva in Q3 2021 and held it in 13 quarters.
Mount Yale Investment Advisors's Workiva position peaked at $403K in Q4 2024.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.