Unique Wealth Strategies’s Workiva WK Stock Holding History

Unique Wealth Strategies’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
2025 Q4	–	Sell	-7,783	Closed	-$670K	–	272
2025 Q3	$670K	Buy	+7,783	New	+$585K	0.26%	109

Other funds holding WK

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Unique Wealth Strategies's WK Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Workiva (WK) in Q4 2025, closing a stake of 7,783 shares — an estimated $670K sold.

Unique Wealth Strategies first reported a position in WK in Q3 2025 and held it in 1 quarter. The position peaked at $670K in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

Unique Wealth Strategies reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 7,783 Workiva shares in Q4 2025, an estimated $670K.
Unique Wealth Strategies first reported a position in Workiva in Q3 2025 and held it in 1 quarter.
Unique Wealth Strategies's Workiva position peaked at $670K in Q3 2025.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.