Physician Wealth Advisors’s Workiva WK Stock Holding History

Physician Wealth 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	$537	Buy	+9	New	+$628	﹤0.01%	1898

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

Physician Wealth Advisors's WK Position: Q1 2026 in Review

Physician Wealth Advisors opened a new position in Workiva (WK) in Q1 2026: 9 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings.

315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Physician Wealth Advisors held 9 shares of Workiva worth $537 as of Q1 2026.
Workiva was a new Physician Wealth Advisors position in Q1 2026.
Workiva made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1898 holding.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.