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Perennial Investment Advisors’s Workhorse Group WKHS Stock Holding History

Perennial Investment 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
2025
Q1 		– Sell
-72
Closed -$7.54K – 470
2024
Q4 		$7.54K Buy
+72
New +$9.84K ﹤0.01% 407

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Perennial Investment Advisors's WKHS Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Workhorse Group (WKHS) in Q1 2025, closing a stake of 72 shares — an estimated $7.54K sold.

Perennial Investment Advisors first reported a position in WKHS in Q4 2024 and held it in 1 quarter. The position peaked at $7.54K in Q4 2024. 33 funds tracked by Wall St. Rank hold WKHS as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Workhorse Group position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 72 Workhorse Group shares in Q1 2025, an estimated $7.54K.
  • Perennial Investment Advisors first reported a position in Workhorse Group in Q4 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's Workhorse Group position peaked at $7.54K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.