AAS
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Avantax Advisory Services’s Workday WDAY Stock Holding History

Avantax Advisory 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
2025
Q2 		$5.45M Buy
22,717
+2,160
+11% +$526K 0.03% 425
2025
Q1 		$4.8M Buy
20,557
+859
+4% +$219K 0.03% 424
2024
Q4 		$5.08M Buy
19,698
+3,106
+19% +$793K 0.03% 396
2024
Q3 		$4.06M Sell
16,592
-65
-0.4% -$15.4K 0.03% 450
2024
Q2 		$3.72M Buy
16,657
+13,837
+491% +$3.33M 0.03% 459
2024
Q1 		$769K Sell
2,820
-70
-2% -$19.9K 0.01% 856
2023
Q4 		$798K Buy
2,890
+644
+29% +$153K 0.01% 802
2023
Q3 		$483K Sell
2,246
-51
-2% -$11.8K 0.01% 961
2023
Q2 		$519K Buy
2,297
+72
+3% +$14.4K 0.01% 932
2023
Q1 		$460K Sell
2,225
-249
-10% -$45.3K 0.01% 956
2022
Q4 		$414K Sell
2,474
-322
-12% -$50.2K 0.01% 951
2022
Q3 		$426K Buy
2,796
+89
+3% +$13.9K 0.01% 845
2022
Q2 		$378K Sell
2,707
-867
-24% -$158K 0.01% 905
2022
Q1 		$854K Buy
3,574
+220
+7% +$52.4K 0.01% 595
2021
Q4 		$916K Buy
3,354
+295
+10% +$81.9K 0.01% 547
2021
Q3 		$757K Buy
3,059
+263
+9% +$65.1K 0.01% 572
2021
Q2 		$666K Buy
2,796
+306
+12% +$73.6K 0.01% 594
2021
Q1 		$619K Buy
2,490
+554
+29% +$137K 0.01% 558
2020
Q4 		$462K Sell
1,936
-356
-16% -$80K 0.01% 581
2020
Q3 		$494K Buy
2,292
+769
+50% +$152K 0.01% 789
2020
Q2 		$285K Sell
1,523
-25
-2% -$4.04K 0.01% 660
2020
Q1 		$202K Sell
1,548
-277
-15% -$46.7K 0.01% 720
2019
Q4 		$301K Buy
1,825
+592
+48% +$98.3K 0.01% 623
2019
Q3 		$209K Sell
1,233
-4,281
-78% -$826K 0.01% 532
2019
Q2 		$1.13M Buy
5,514
+1,079
+24% +$218K 0.05% 175
2019
Q1 		$855K Buy
4,435
+2,931
+195% +$533K 0.05% 194
2018
Q4 		$240K Buy
+1,504
New +$213K 0.04% 344

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Avantax Advisory Services's WDAY Position: Q2 2025 in Review

Avantax Advisory Services increased its Workday (WDAY) stake by 11% in Q2 2025, buying an estimated $526K and bringing the position to 22,717 shares worth $5.45M. The position accounts for 0.03% of the portfolio, ranked #425.

Avantax Advisory Services first reported a position in WDAY in Q4 2018 and has held it in 27 quarters since. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Avantax Advisory Services held 22,717 shares of Workday worth $5.45M as of Q2 2025.
  • Avantax Advisory Services bought 2,160 Workday shares in Q2 2025, an estimated $526K.
  • Workday made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #425 holding.
  • Avantax Advisory Services first reported a position in Workday in Q4 2018 and has held it in 27 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.