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WKHS icon

NewEdge Advisors’s Workhorse Group WKHS Stock Holding History

NewEdge 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% 4118
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 4195
2025
Q3 		– Hold
0
– -$1 – 4261
2025
Q2 		– Hold
0
– – – 3982
2025
Q1 		– Hold
0
– – – 3925
2024
Q4 		– Hold
0
– – – 3852
2024
Q3 		– Sell
-1
Closed -$169 – 3749
2024
Q2 		$131 Buy
+1
New +$524 ﹤0.01% 3675
2024
Q1 		– Hold
0
– – – 3625
2023
Q4 		– Hold
0
– – – 3530
2023
Q3 		– Sell
-1
Closed -$2.57K – 3234
2023
Q2 		$2.97K Hold
1
– – ﹤0.01% 2976
2023
Q1 		$4.2K Sell
1
-1
-50% -$5.52K ﹤0.01% 2839
2022
Q4 		$6.42K Buy
+2
New +$13.8K ﹤0.01% 2510

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