SP Asset Management’s Workhorse Group WKHS Stock Holding History

SP Asset 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
2025 Q4	–	Sell	-833	Closed	-$11K	–	144
2025 Q3	$11K	Hold	833	–	–	﹤0.01%	138
2025 Q2	$11K	Buy	+833	New	+$10.8K	﹤0.01%	131

Other funds holding WKHS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 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

SP Asset Management's WKHS Position: Q4 2025 in Review

SP Asset Management sold out of Workhorse Group (WKHS) in Q4 2025, closing a stake of 833 shares — an estimated $11K sold.

SP Asset Management first reported a position in WKHS in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q3 2025. 70 funds tracked by Wall St. Rank hold WKHS as of Q4 2025.

SP Asset Management reported no remaining Workhorse Group position as of Q4 2025 after selling out during the quarter.
SP Asset Management sold 833 Workhorse Group shares in Q4 2025, an estimated $11K.
SP Asset Management first reported a position in Workhorse Group in Q2 2025 and held it in 2 quarters.
SP Asset Management's Workhorse Group position peaked at $11K in Q3 2025.
70 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2025.

Based on SP Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.