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Salem Investment Counselors’s Workhorse Group WKHS Stock Holding History

Salem Investment Counselors’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
Q2 		$4 Hold
1
– – ﹤0.01% 1240
2026
Q1 		$4 Buy
+1
New +$4 ﹤0.01% 1236
2025
Q4 		– Hold
0
– -$5 – 1152
2025
Q3 		– Hold
0
– – – 1211
2025
Q2 		– Hold
0
– – – 1169
2025
Q1 		– Hold
0
– – – 1216
2024
Q4 		– Hold
0
– – – 1194
2024
Q3 		– Hold
0
– – – 1178
2024
Q2 		– Hold
0
– – – 1150
2024
Q1 		– Hold
0
– – – 1139
2023
Q4 		– Hold
0
– – – 1068
2023
Q3 		– Hold
0
– – – 1051
2023
Q2 		– Hold
0
– – – 1068
2023
Q1 		– Hold
0
– – – 1020
2022
Q4 		– Hold
0
– – – 977
2022
Q3 		– Hold
0
– – – 921
2022
Q2 		– Hold
0
– – – 956
2022
Q1 		– Hold
0
– – – 854
2021
Q4 		– Hold
0
– – – 955
2021
Q3 		– Hold
0
– – – 802
2021
Q2 		– Sell
-1
Closed -$37K – 652
2021
Q1 		$25K Hold
1
– – ﹤0.01% 565
2020
Q4 		$40K Hold
1
– – ﹤0.01% 479
2020
Q3 		$51K Hold
1
– – ﹤0.01% 368
2020
Q2 		$35K Hold
1
– – ﹤0.01% 415
2020
Q1 		$4K Hold
1
– – ﹤0.01% 596
2019
Q4 		$6K Hold
1
– – ﹤0.01% 599
2019
Q3 		$7K Hold
1
– – ﹤0.01% 557
2019
Q2 		$6K Buy
+1
New +$4.62K ﹤0.01% 588
2018
Q3 		– Sell
-1
Closed -$4K – 529
2018
Q2 		$4K Hold
1
– – ﹤0.01% 478
2018
Q1 		$5K Buy
+1
New +$8.74K ﹤0.01% 482

Other funds holding WKHS

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Salem Investment Counselors's WKHS Position: Q2 2026 in Review

Salem Investment Counselors held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Salem Investment Counselors first reported a position in WKHS in Q1 2018 and has held it in 12 quarters since. The position peaked at $51K in Q3 2020. 22 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Salem Investment Counselors held 1 share of Workhorse Group worth $4 as of Q2 2026.
  • Salem Investment Counselors left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1240 holding.
  • Salem Investment Counselors first reported a position in Workhorse Group in Q1 2018 and has held it in 12 quarters since.
  • Salem Investment Counselors's Workhorse Group position peaked at $51K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.