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Atria Wealth Solutions’s Workday WDAY Stock Holding History

Atria Wealth Solutions’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
Q2 		$449K Sell
1,871
-897
-32% -$219K 0.01% 966
2025
Q1 		$646K Sell
2,768
-57
-2% -$14.5K 0.01% 1074
2024
Q4 		$729K Buy
2,825
+520
+23% +$133K 0.01% 1054
2024
Q3 		$563K Sell
2,305
-4,891
-68% -$1.16M 0.01% 1187
2024
Q2 		$1.61M Buy
7,196
+782
+12% +$188K 0.02% 706
2024
Q1 		$1.75M Sell
6,414
-3,296
-34% -$938K 0.02% 685
2023
Q4 		$2.68M Buy
9,710
+657
+7% +$156K 0.03% 506
2023
Q3 		$1.95M Buy
9,053
+299
+3% +$69.3K 0.03% 571
2023
Q2 		$1.98M Buy
8,754
+96
+1% +$19.2K 0.03% 569
2023
Q1 		$1.79M Buy
8,658
+396
+5% +$72K 0.03% 581
2022
Q4 		$1.38M Buy
8,262
+281
+4% +$43.8K 0.02% 632
2022
Q3 		$1.21M Buy
+7,981
New +$1.25M 0.02% 651
2022
Q2 		– Sell
-923
Closed -$221K – 1905
2022
Q1 		$221K Buy
+923
New +$220K ﹤0.01% 1528

Other funds holding WDAY

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Atria Wealth Solutions's WDAY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Workday (WDAY) stake by 32% in Q2 2025, selling an estimated $219K and leaving 1,871 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #966.

Atria Wealth Solutions first reported a position in WDAY in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.68M in Q4 2023. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Atria Wealth Solutions held 1,871 shares of Workday worth $449K as of Q2 2025.
  • Atria Wealth Solutions sold 897 Workday shares in Q2 2025, an estimated $219K.
  • Workday made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #966 holding.
  • Atria Wealth Solutions first reported a position in Workday in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Workday position peaked at $2.68M in Q4 2023.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.