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SHP Wealth Management’s Workhorse Group WKHS Stock Holding History

SHP Wealth Management’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 – 1918
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 1557

Other funds holding WKHS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's WKHS Position: Q1 2026 in Review

SHP Wealth Management sold out of Workhorse Group (WKHS) in Q1 2026, closing a stake of 1 share — an estimated $5 sold.

SHP Wealth Management 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.

  • SHP Wealth Management reported no remaining Workhorse Group position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1 Workhorse Group share in Q1 2026, an estimated $5.
  • SHP Wealth Management first reported a position in Workhorse Group in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management'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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.