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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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)

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

T. Rowe Price Investment Management

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

Geode Capital Management

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

Hotchkis & Wiley Capital Management

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

Bank of America

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return