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Advocacy Wealth Management Services’s Workday WDAY Stock Holding History

Advocacy Wealth Management Services’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
Q1 		– Sell
-23,463
Closed -$5.04M – 149
2025
Q4 		$5.04M Sell
23,463
-5,074
-18% -$1.15M 0.21% 66
2025
Q3 		$6.87M Buy
+28,537
New +$6.6M 0.3% 60

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Advocacy Wealth Management Services's WDAY Position: Q1 2026 in Review

Advocacy Wealth Management Services sold out of Workday (WDAY) in Q1 2026, closing a stake of 23,463 shares — an estimated $5.04M sold.

Advocacy Wealth Management Services first reported a position in WDAY in Q3 2025 and held it in 2 quarters. The position peaked at $6.87M in Q3 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Advocacy Wealth Management Services reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 23,463 Workday shares in Q1 2026, an estimated $5.04M.
  • Advocacy Wealth Management Services first reported a position in Workday in Q3 2025 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Workday position peaked at $6.87M in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.