PWMG
WK icon

Private Wealth Management Group’s Workiva WK Stock Holding History

Private Wealth Management Group’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 		$597 Sell
10
-13
-57% -$907 ﹤0.01% 1354
2025
Q4 		$1.98K Hold
23
– – ﹤0.01% 1083
2025
Q3 		$1.98K Hold
23
– – ﹤0.01% 1110
2025
Q2 		$1.57K Buy
23
+11
+92% +$757 ﹤0.01% 1158
2025
Q1 		$911 Hold
12
– – ﹤0.01% 1292
2024
Q4 		$1.31K Hold
12
– – ﹤0.01% 1224
2024
Q3 		$950 Hold
12
– – ﹤0.01% 1298
2024
Q2 		$876 Sell
12
-64
-84% -$5.04K ﹤0.01% 1320
2024
Q1 		$6.45K Hold
76
– – ﹤0.01% 543
2023
Q4 		$7.72K Buy
+76
New +$7.33K ﹤0.01% 474

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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