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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Mount Yale Investment Advisors's WK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Workiva (WK) in Q1 2026: 3,434 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WK in Q3 2021 and has held it in 13 quarters since. The position peaked at $403K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Mount Yale Investment Advisors held 3,434 shares of Workiva worth $205K as of Q1 2026.
  • Workiva was a new Mount Yale Investment Advisors position in Q1 2026.
  • Workiva made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1053 holding.
  • Mount Yale Investment Advisors first reported a position in Workiva in Q3 2021 and has held it in 13 quarters since.
  • Mount Yale Investment Advisors's Workiva position peaked at $403K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.