4WM
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49 Wealth Management’s Workday WDAY Stock Holding History

49 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
2026
Q2 		– Sell
-1,852
Closed -$241K – 299
2026
Q1 		$241K Sell
1,852
-130
-7% -$20.6K 0.02% 169
2025
Q4 		$426K Sell
1,982
-4
-0.2% -$909 0.03% 126
2025
Q3 		$478K Buy
+1,986
New +$459K 0.05% 99

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

49 Wealth Management's WDAY Position: Q2 2026 in Review

49 Wealth Management sold out of Workday (WDAY) in Q2 2026, closing a stake of 1,852 shares — an estimated $241K sold.

49 Wealth Management first reported a position in WDAY in Q3 2025 and held it in 3 quarters. The position peaked at $478K in Q3 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • 49 Wealth Management reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 1,852 Workday shares in Q2 2026, an estimated $241K.
  • 49 Wealth Management first reported a position in Workday in Q3 2025 and held it in 3 quarters.
  • 49 Wealth Management's Workday position peaked at $478K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.