Universal-Beteiligungs- und Servicegesellschaft’s Workiva WK Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026 Q2	$273K	Sell	5,632 -21,638	-79%	-$1.11M	﹤0.01%	1953
2026 Q1	$1.63M	Buy	27,270 +354	+1%	+$24.7K	﹤0.01%	1317
2025 Q4	$2.32M	Sell	26,916 -75	-0.3%	-$6.64K	﹤0.01%	1209
2025 Q3	$2.32M	Sell	26,991 -504	-2%	-$37.9K	﹤0.01%	1227
2025 Q2	$1.88M	Buy	27,495 +2,230	+9%	+$153K	﹤0.01%	1270
2025 Q1	$1.92M	Buy	+25,265	New	+$2.39M	﹤0.01%	1221

Other funds holding WK

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's WK Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Workiva (WK) stake by 79% in Q2 2026, selling an estimated $1.11M and leaving 5,632 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.32M in Q3 2025. 210 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 5,632 shares of Workiva worth $273K as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 21,638 Workiva shares in Q2 2026, an estimated $1.11M.
Workiva made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1953 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Workiva in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Workiva position peaked at $2.32M in Q3 2025.
210 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.