AWM
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AE Wealth Management’s Workday WDAY Stock Holding History

AE 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
Q1 		$2.7M Buy
20,766
+492
+2% +$78.1K 0.01% 560
2025
Q4 		$4.35M Buy
20,274
+3,747
+23% +$851K 0.03% 428
2025
Q3 		$3.98M Buy
16,527
+3,332
+25% +$770K 0.03% 402
2025
Q2 		$3.17M Buy
13,195
+1,299
+11% +$316K 0.02% 437
2025
Q1 		$2.78M Buy
11,896
+46
+0.4% +$11.7K 0.02% 452
2024
Q4 		$3.06M Sell
11,850
-8
-0.1% -$2.04K 0.03% 444
2024
Q3 		$2.9M Buy
11,858
+466
+4% +$110K 0.03% 439
2024
Q2 		$2.55M Buy
11,392
+851
+8% +$205K 0.03% 465
2024
Q1 		$2.88M Sell
10,541
-31,167
-75% -$8.87M 0.03% 411
2023
Q4 		$12M Sell
41,708
-5,614
-12% -$1.34M 0.06% 352
2023
Q3 		$10.2M Buy
47,322
+212
+0.5% +$49.2K 0.06% 373
2023
Q2 		$10.6M Sell
47,110
-21,691
-32% -$4.34M 0.06% 353
2023
Q1 		$14.2M Buy
68,801
+5,897
+9% +$1.07M 0.09% 267
2022
Q4 		$10.5M Buy
62,904
+29,493
+88% +$4.6M 0.08% 308
2022
Q3 		$5.09M Buy
33,411
+4,982
+18% +$780K 0.04% 427
2022
Q2 		$3.97M Buy
28,429
+3,384
+14% +$615K 0.03% 452
2022
Q1 		$6M Sell
25,045
-436
-2% -$104K 0.04% 390
2021
Q4 		$6.96M Sell
25,481
-4,673
-15% -$1.3M 0.05% 355
2021
Q3 		$7.54M Buy
30,154
+4,845
+19% +$1.2M 0.06% 286
2021
Q2 		$6.04M Buy
25,309
+2,434
+11% +$585K 0.05% 319
2021
Q1 		$5.68M Buy
22,875
+2,900
+15% +$716K 0.06% 294
2020
Q4 		$4.79M Buy
19,975
+5,920
+42% +$1.33M 0.05% 281
2020
Q3 		$3.02M Buy
14,055
+4,263
+44% +$843K 0.04% 329
2020
Q2 		$1.83M Buy
9,792
+1,732
+21% +$280K 0.03% 437
2020
Q1 		$1.05M Buy
8,060
+6,185
+330% +$1.04M 0.02% 474
2019
Q4 		$308K Buy
1,875
+510
+37% +$84.7K 0.01% 892
2019
Q3 		$232K Sell
1,365
-598
-30% -$115K 0.01% 878
2019
Q2 		$404K Buy
+1,963
New +$396K 0.01% 648

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AE Wealth Management's WDAY Position: Q1 2026 in Review

AE Wealth Management increased its Workday (WDAY) stake by 2.4% in Q1 2026, buying an estimated $78.1K and bringing the position to 20,766 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #560.

AE Wealth Management first reported a position in WDAY in Q2 2019 and has held it in 28 quarters since. The position peaked at $14.2M in Q1 2023. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • AE Wealth Management held 20,766 shares of Workday worth $2.7M as of Q1 2026.
  • AE Wealth Management bought 492 Workday shares in Q1 2026, an estimated $78.1K.
  • Workday made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #560 holding.
  • AE Wealth Management first reported a position in Workday in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Workday position peaked at $14.2M in Q1 2023.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

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