Root Financial Partners’s Workhorse Group WKHS Stock Holding History

Root Financial Partners’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 Q1	–	Sell	-1	Closed	-$5	–	3553
2025 Q4	$5	Buy	+1	New	+$10	﹤0.01%	2424

Other funds holding WKHS

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's WKHS Position: Q1 2026 in Review

Root Financial Partners sold out of Workhorse Group (WKHS) in Q1 2026, closing a stake of 1 share — an estimated $5 sold.

Root Financial Partners first reported a position in WKHS in Q4 2025 and held it in 1 quarter. The position peaked at $5 in Q4 2025. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

Root Financial Partners reported no remaining Workhorse Group position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 1 Workhorse Group share in Q1 2026, an estimated $5.
Root Financial Partners first reported a position in Workhorse Group in Q4 2025 and held it in 1 quarter.
Root Financial Partners's Workhorse Group position peaked at $5 in Q4 2025.
67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.