Valley Wealth Managers’s SCWORX CORP NEW WORX Stock Holding History

Valley Wealth Managers’s Portfolio WORX Stock Details WORX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$526	Hold	175	–	–	﹤0.01%	298
2025 Q4	$526	Hold	175	–	–	﹤0.01%	337
2025 Q3	$526	Hold	175	–	–	﹤0.01%	284
2025 Q2	$526	Hold	175	–	–	﹤0.01%	280
2025 Q1	$526	Hold	175	–	–	﹤0.01%	344
2024 Q4	$526	Buy	+175	New	+$3.84K	﹤0.01%	373
2019 Q1	–	Sell	-12	Closed	-$8K	–	212
2018 Q4	$8K	Hold	12	–	–	﹤0.01%	167
2018 Q3	$13K	Hold	12	–	–	﹤0.01%	116
2018 Q2	$17K	Hold	12	–	–	﹤0.01%	119
2018 Q1	$23K	Hold	12	–	–	﹤0.01%	118
2017 Q4	$58K	Hold	12	–	–	0.01%	120
2017 Q3	$110K	Hold	12	–	–	0.01%	117
2017 Q2	$53K	Hold	12	–	–	0.01%	124
2017 Q1	$133K	Hold	12	–	–	0.02%	121
2016 Q4	$182K	Buy	+12	New	+$204K	0.03%	116

Other funds holding WORX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TRCT

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Valley Wealth Managers's WORX Position: Q1 2026 in Review

Valley Wealth Managers held its SCWORX CORP NEW (WORX) position steady in Q1 2026 at 175 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Valley Wealth Managers first reported a position in WORX in Q4 2016 and has held it in 15 quarters since. The position peaked at $182K in Q4 2016. 12 funds tracked by Wall St. Rank hold WORX as of Q1 2026.

Valley Wealth Managers held 175 shares of SCWORX CORP NEW worth $526 as of Q1 2026.
Valley Wealth Managers left its SCWORX CORP NEW share count unchanged in Q1 2026.
SCWORX CORP NEW made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #298 holding.
Valley Wealth Managers first reported a position in SCWORX CORP NEW in Q4 2016 and has held it in 15 quarters since.
Valley Wealth Managers's SCWORX CORP NEW position peaked at $182K in Q4 2016.
12 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.