UBS Group’s Workhorse Group WKHS Stock Holding History

UBS Group’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
2021 Q2	–	Sell	-19	Closed	-$800K	–	9869
2021 Q1	$800K	Buy	+19	New	+$1.36M	﹤0.01%	4471

Other funds holding WKHS

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's WKHS Position: Q1 2026 in Review

UBS Group reduced its Workhorse Group (WKHS) stake by 100% in Q1 2026, selling an estimated $31.3K and leaving 16 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #10214.

UBS Group first reported a position in WKHS in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.11M in Q1 2021. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

UBS Group held 16 shares of Workhorse Group worth $48 as of Q1 2026.
UBS Group sold 7,586 Workhorse Group shares in Q1 2026, an estimated $31.3K.
Workhorse Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10214 holding.
UBS Group first reported a position in Workhorse Group in Q1 2016 and has held it in 41 quarters since.
UBS Group's Workhorse Group position peaked at $4.11M in Q1 2021.
67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.