B.O.S.S. Retirement Advisors’s Workday WDAY Stock Holding History

B.O.S.S. Retirement Advisors’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	–	Sell	-1,408	Closed	-$302K	–	200
2025 Q4	$302K	Sell	1,408 -2,051	-59%	-$466K	0.1%	135
2025 Q3	$833K	Sell	3,459 -211	-6%	-$48.8K	0.2%	93
2025 Q2	$881K	Sell	3,670 -265	-7%	-$64.6K	0.22%	93
2025 Q1	$919K	Sell	3,935 -266	-6%	-$67.9K	0.27%	74
2024 Q4	$1.08M	Buy	+4,201	New	+$1.07M	0.3%	70
2024 Q1	–	Sell	-6,554	Closed	-$1.81M	–	239
2023 Q4	$1.81M	Buy	6,554 +6	+0.1%	+$1.43K	0.35%	92
2023 Q3	$1.41M	Buy	6,548 +335	+5%	+$77.7K	0.3%	121
2023 Q2	$1.4M	Buy	6,213 +396	+7%	+$79.3K	0.3%	144
2023 Q1	$1.2M	Buy	5,817 +506	+10%	+$92.1K	0.28%	133
2022 Q4	$889K	Buy	+5,311	New	+$828K	0.23%	142

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

B.O.S.S. Retirement Advisors's WDAY Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,408 shares — an estimated $302K sold.

B.O.S.S. Retirement Advisors first reported a position in WDAY in Q4 2022 and held it in 10 quarters. The position peaked at $1.81M in Q4 2023. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

B.O.S.S. Retirement Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 1,408 Workday shares in Q1 2026, an estimated $302K.
B.O.S.S. Retirement Advisors first reported a position in Workday in Q4 2022 and held it in 10 quarters.
B.O.S.S. Retirement Advisors's Workday position peaked at $1.81M in Q4 2023.
940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.