Vontobel Holding
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Vontobel Holding’s Workiva WK Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-12,185
Closed -$1.33M – 1166
2024
Q4 		$1.33M Sell
12,185
-3,909
-24% -$360K ﹤0.01% 521
2024
Q3 		$1.27M Sell
16,094
-2,689
-14% -$202K ﹤0.01% 536
2024
Q2 		$1.37M Buy
18,783
+4,538
+32% +$357K ﹤0.01% 514
2024
Q1 		$1.21M Sell
14,245
-683
-5% -$61.5K 0.01% 535
2023
Q4 		$1.52M Sell
14,928
-462
-3% -$44.6K 0.01% 491
2023
Q3 		$1.56M Buy
15,390
+2,518
+20% +$262K 0.01% 481
2023
Q2 		$1.31M Sell
12,872
-13,061
-50% -$1.26M 0.01% 526
2023
Q1 		$2.66M Buy
25,933
+2,418
+10% +$219K 0.02% 373
2022
Q4 		$1.97M Buy
23,515
+12,696
+117% +$984K 0.02% 412
2022
Q3 		$842K Buy
10,819
+5,180
+92% +$354K 0.01% 577
2022
Q2 		$372K Buy
+5,639
New +$469K ﹤0.01% 800

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vontobel Holding's WK Position: Q1 2025 in Review

Vontobel Holding sold out of Workiva (WK) in Q1 2025, closing a stake of 12,185 shares — an estimated $1.33M sold.

Vontobel Holding first reported a position in WK in Q2 2022 and held it in 11 quarters. The position peaked at $2.66M in Q1 2023. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Vontobel Holding reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Vontobel Holding sold 12,185 Workiva shares in Q1 2025, an estimated $1.33M.
  • Vontobel Holding first reported a position in Workiva in Q2 2022 and held it in 11 quarters.
  • Vontobel Holding's Workiva position peaked at $2.66M in Q1 2023.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Vontobel Holding's 13F filing for Q1 2025, filed 28 Apr 2025.