Steward Partners Investment Advisory’s Workhorse Group WKHS Stock Holding History

Steward Partners Investment Advisory’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	$9	Buy	3 +1	+50%	+$3	﹤0.01%	4627
2026 Q1	$6	Hold	2	–	–	﹤0.01%	4399
2025 Q4	$10	Buy	+2	New	+$20	﹤0.01%	4288
2025 Q3	–	Hold	0	–	–	–	4250
2025 Q2	–	Hold	0	–	–	–	4103
2025 Q1	–	Hold	0	–	–	–	4003
2024 Q4	–	Hold	0	–	–	–	3936
2024 Q3	–	Hold	0	–	–	–	3693
2024 Q2	–	Hold	0	–	–	–	3598
2024 Q1	–	Hold	0	–	–	–	3538
2023 Q4	–	Hold	0	–	–	–	3459
2023 Q3	–	Hold	0	–	–	–	3314
2021 Q4	–	Hold	0	–	-$5K	–	3331
2021 Q3	–	Sell	-1	Closed	-$30.3K	–	2826
2021 Q2	$30K	Hold	1	–	–	﹤0.01%	4226
2021 Q1	$24.9K	Hold	1	–	–	﹤0.01%	2368
2020 Q4	$30K	Hold	1	–	–	﹤0.01%	1910
2020 Q3	$61K	Buy	+1	New	+$57.2K	﹤0.01%	1413

Other funds holding WKHS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Steward Partners Investment Advisory's WKHS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Workhorse Group (WKHS) stake by 50% in Q2 2026, buying an estimated $3 and bringing the position to 3 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #4627.

Steward Partners Investment Advisory first reported a position in WKHS in Q3 2020 and has held it in 7 quarters since. The position peaked at $61K in Q3 2020. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

Steward Partners Investment Advisory held 3 shares of Workhorse Group worth $9 as of Q2 2026.
Steward Partners Investment Advisory bought 1 Workhorse Group share in Q2 2026, an estimated $3.
Workhorse Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4627 holding.
Steward Partners Investment Advisory first reported a position in Workhorse Group in Q3 2020 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Workhorse Group position peaked at $61K in Q3 2020.
65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.