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Sanctuary Advisors’s Workiva WK Stock Holding History

Sanctuary 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 		– Sell
-2,432
Closed -$210K – 2641
2025
Q4 		$210K Buy
+2,432
New +$215K ﹤0.01% 2252
2024
Q4 		– Sell
-2,126
Closed -$203K – 2514
2024
Q3 		$203K Buy
+2,126
New +$160K ﹤0.01% 2218

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Sanctuary Advisors's WK Position: Q1 2026 in Review

Sanctuary Advisors sold out of Workiva (WK) in Q1 2026, closing a stake of 2,432 shares — an estimated $210K sold.

Sanctuary Advisors first reported a position in WK in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Sanctuary Advisors reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 2,432 Workiva shares in Q1 2026, an estimated $210K.
  • Sanctuary Advisors first reported a position in Workiva in Q3 2024 and held it in 2 quarters.
  • Sanctuary Advisors's Workiva position peaked at $210K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.