OneDigital Investment Advisors’s Workiva WK Stock Holding History

OneDigital 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	$2.15M	Sell	36,014 -82	-0.2%	-$5.72K	0.02%	461
2025 Q4	$3.11M	Buy	36,096 +16	+0%	+$1.42K	0.03%	367
2025 Q3	$3.11M	Buy	36,080 +24	+0.1%	+$1.8K	0.03%	330
2025 Q2	$2.47M	Sell	36,056 -24	-0.1%	-$1.65K	0.03%	378
2025 Q1	$2.74M	Sell	36,080 -2,929	-8%	-$277K	0.03%	329
2024 Q4	$4.27M	Sell	39,009 -1,098	-3%	-$101K	0.05%	268
2024 Q3	$3.17M	Sell	40,107 -359	-0.9%	-$27K	0.04%	335
2024 Q2	$2.95M	Sell	40,466 -1,182	-3%	-$93K	0.04%	333
2024 Q1	$3.53M	Sell	41,648 -3,103	-7%	-$279K	0.06%	233
2023 Q4	$4.54M	Buy	44,751 +1,385	+3%	+$134K	0.08%	199
2023 Q3	$4.39M	Sell	43,366 -120	-0.3%	-$12.5K	0.1%	168
2023 Q2	$4.42M	Buy	43,486 +20	+0%	+$1.92K	0.1%	164
2023 Q1	$4.45M	Sell	43,466 -449	-1%	-$40.7K	0.1%	154
2022 Q4	$3.69M	Sell	43,915 -12	-0%	-$930	0.11%	162
2022 Q3	$3.42M	Buy	43,927 +430	+1%	+$29.4K	0.13%	116
2022 Q2	$2.87M	Buy	43,497 +2,985	+7%	+$248K	0.12%	121
2022 Q1	$4.78M	Hold	40,512	–	–	0.18%	80
2021 Q4	$5.29M	Hold	40,512	–	–	0.19%	73
2021 Q3	$5.71M	Hold	40,512	–	–	0.23%	65
2021 Q2	$4.51M	Buy	40,512 +12	+0%	+$1.17K	0.19%	77
2021 Q1	$3.58M	Hold	40,500	–	–	0.17%	87
2020 Q4	$3.71M	Sell	40,500 -1,102	-3%	-$77.4K	0.19%	80
2020 Q3	$2.32M	Hold	41,602	–	–	0.16%	105
2020 Q2	$2.23M	Hold	41,602	–	–	0.16%	123
2020 Q1	$1.34M	Hold	41,602	–	–	0.12%	162
2019 Q4	$1.75M	Hold	41,602	–	–	0.14%	137
2019 Q3	$1.82M	Sell	41,602 -41,602	-50%	-$2.19M	0.16%	118
2019 Q2	$4.83M	Buy	83,204 +41,602	+100%	+$2.23M	0.37%	48
2019 Q1	$2.11M	Hold	41,602	–	–	0.31%	72
2018 Q4	$1.49M	Buy	+41,602	New	+$1.46M	0.25%	83
2018 Q3	–	Sell	-41,602	Closed	-$1.01M	–	1276
2018 Q2	$1.01M	Hold	41,602	–	–	0.21%	68
2018 Q1	$986K	Hold	41,602	–	–	0.22%	77
2017 Q4	$890K	Hold	41,602	–	–	0.1%	82
2017 Q3	$867K	Hold	41,602	–	–	0.32%	43
2017 Q2	$793K	Buy	+41,602	New	+$736K	0.24%	72

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

OneDigital Investment Advisors's WK Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Workiva (WK) stake by 0.23% in Q1 2026, selling an estimated $5.72K and leaving 36,014 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #461.

OneDigital Investment Advisors first reported a position in WK in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.71M in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

OneDigital Investment Advisors held 36,014 shares of Workiva worth $2.15M as of Q1 2026.
OneDigital Investment Advisors sold 82 Workiva shares in Q1 2026, an estimated $5.72K.
Workiva made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #461 holding.
OneDigital Investment Advisors first reported a position in Workiva in Q2 2017 and has held it in 35 quarters since.
OneDigital Investment Advisors's Workiva position peaked at $5.71M in Q3 2021.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.