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 Q2	$3	Hold	1	–	–	﹤0.01%	4177
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

NewEdge Advisors's WKHS Position: Q2 2026 in Review

NewEdge Advisors held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #4177.

NewEdge Advisors first reported a position in WKHS in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.42K in Q4 2022. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

NewEdge Advisors held 1 share of Workhorse Group worth $3 as of Q2 2026.
NewEdge Advisors left its Workhorse Group share count unchanged in Q2 2026.
Workhorse Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4177 holding.
NewEdge Advisors first reported a position in Workhorse Group in Q4 2022 and has held it in 7 quarters since.
NewEdge Advisors's Workhorse Group position peaked at $6.42K in Q4 2022.
65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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