1858 Wealth Management’s Workday WDAY Stock Holding History

1858 Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Sell	940 -12	-1%	-$2.77K	0.16%	102
2025 Q2	$228K	Hold	952	–	–	0.17%	105
2025 Q1	$222K	Sell	952 -292	-23%	-$74.5K	0.19%	106
2024 Q4	$321K	Sell	1,244 -1,076	-46%	-$275K	0.25%	81
2024 Q3	$567K	Sell	2,320 -580	-20%	-$137K	0.47%	56
2024 Q2	$648K	Sell	2,900 -3,016	-51%	-$726K	0.54%	55
2024 Q1	$1.63M	Hold	5,916	–	–	1.55%	17
2023 Q4	$1.63M	Buy	+5,916	New	+$1.41M	1.55%	17

Other funds holding WDAY

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1858 Wealth Management's WDAY Position: Q3 2025 in Review

1858 Wealth Management reduced its Workday (WDAY) stake by 1.3% in Q3 2025, selling an estimated $2.77K and leaving 940 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #102.

1858 Wealth Management first reported a position in WDAY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.63M in Q1 2024. 1,096 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

1858 Wealth Management held 940 shares of Workday worth $226K as of Q3 2025.
1858 Wealth Management sold 12 Workday shares in Q3 2025, an estimated $2.77K.
Workday made up 0.16% of 1858 Wealth Management's portfolio in Q3 2025, its #102 holding.
1858 Wealth Management first reported a position in Workday in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Workday position peaked at $1.63M in Q1 2024.
1,096 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.