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Avior Wealth Management’s Workday WDAY Stock Holding History

Avior 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
Q2 		$205K Buy
+1,675
New +$212K 0.01% 756
2026
Q1 		– Sell
-1,600
Closed -$344K – 861
2025
Q4 		$344K Sell
1,600
-40
-2% -$9.09K 0.01% 575
2025
Q3 		$395K Sell
1,640
-7
-0.4% -$1.62K 0.01% 514
2025
Q2 		$395K Buy
1,647
+513
+45% +$125K 0.01% 496
2025
Q1 		$265K Sell
1,134
-471
-29% -$120K 0.01% 579
2024
Q4 		$414K Sell
1,605
-107
-6% -$27.3K 0.02% 502
2024
Q3 		$418K Hold
1,712
– – 0.02% 497
2024
Q2 		$383K Sell
1,712
-283
-14% -$68.1K 0.02% 505
2024
Q1 		$544K Buy
1,995
+112
+6% +$31.9K 0.03% 419
2023
Q4 		$520K Hold
1,883
– – 0.03% 338
2023
Q3 		$405K Hold
1,883
– – 0.03% 376
2023
Q2 		$425K Hold
1,883
– – 0.03% 382
2023
Q1 		$389K Hold
1,883
– – 0.03% 410
2022
Q4 		$315K Hold
1,883
– – 0.02% 399
2022
Q3 		$286K Hold
1,883
– – 0.02% 388
2022
Q2 		$262K Sell
1,883
-39
-2% -$7.09K 0.03% 378
2022
Q1 		$459K Sell
1,922
-195
-9% -$46.5K 0.04% 308
2021
Q4 		$577K Hold
2,117
– – 0.05% 299
2021
Q3 		$528K Hold
2,117
– – 0.04% 304
2021
Q2 		$505K Sell
2,117
-333
-14% -$80.1K 0.05% 295
2021
Q1 		$608K Hold
2,450
– – 0.07% 258
2020
Q4 		$586K Buy
2,450
+119
+5% +$26.7K 0.07% 235
2020
Q3 		$500K Hold
2,331
– – 0.07% 234
2020
Q2 		$436K Buy
2,331
+731
+46% +$118K 0.07% 257
2020
Q1 		$208K Buy
1,600
+1,500
+1,500% +$253K 0.04% 339
2019
Q4 		$16K Hold
100
– – ﹤0.01% 549
2019
Q3 		$16K Hold
100
– – ﹤0.01% 544
2019
Q2 		$21K Buy
+100
New +$20.2K ﹤0.01% 518
2019
Q1 		– Sell
-100
Closed -$15K – 723
2018
Q4 		$15K Buy
+100
New +$14.2K ﹤0.01% 551

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avior Wealth Management's WDAY Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Workday (WDAY) in Q2 2026: 1,675 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in WDAY as recently as Q4 2025.

Avior Wealth Management first reported a position in WDAY in Q4 2018 and has held it in 29 quarters since. The position peaked at $608K in Q1 2021. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Avior Wealth Management held 1,675 shares of Workday worth $205K as of Q2 2026.
  • Workday was a new Avior Wealth Management position in Q2 2026.
  • Workday made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #756 holding.
  • Avior Wealth Management first reported a position in Workday in Q4 2018 and has held it in 29 quarters since.
  • Avior Wealth Management's Workday position peaked at $608K in Q1 2021.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.