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Baker Tilly Wealth Management’s Workday WDAY Stock Holding History

Baker Tilly 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 		$208K Buy
+1,698
New +$215K 0.04% 275
2026
Q1 		– Sell
-1,457
Closed -$313K – 308
2025
Q4 		$313K Sell
1,457
-346
-19% -$78.6K 0.08% 214
2025
Q3 		$434K Sell
1,803
-305
-14% -$70.5K 0.1% 166
2025
Q2 		$506K Sell
2,108
-92
-4% -$22.4K 0.18% 119
2025
Q1 		$514K Sell
2,200
-52
-2% -$13.3K 0.2% 114
2024
Q4 		$581K Buy
2,252
+117
+5% +$29.9K 0.23% 104
2024
Q3 		$522K Sell
2,135
-704
-25% -$166K 0.23% 111
2024
Q2 		$635K Sell
2,839
-4,996
-64% -$1.2M 0.26% 93
2024
Q1 		$2.14M Buy
7,835
+604
+8% +$172K 0.39% 62
2023
Q4 		$2M Sell
7,231
-759
-9% -$181K 0.33% 68
2023
Q3 		$1.72M Sell
7,990
-4,498
-36% -$1.04M 0.28% 78
2023
Q2 		$2.82M Buy
12,488
+6,214
+99% +$1.24M 0.3% 72
2023
Q1 		$1.3M Buy
6,274
+594
+10% +$108K 0.15% 155
2022
Q4 		$950K Buy
5,680
+1,167
+26% +$182K 0.12% 197
2022
Q3 		$687K Sell
4,513
-194
-4% -$30.4K 0.09% 231
2022
Q2 		$657K Buy
4,707
+487
+12% +$88.5K 0.09% 248
2022
Q1 		$1.01M Buy
4,220
+673
+19% +$160K 0.11% 193
2021
Q4 		$969K Buy
3,547
+446
+14% +$124K 0.1% 210
2021
Q3 		$775K Buy
3,101
+653
+27% +$162K 0.1% 212
2021
Q2 		$584K Buy
2,448
+268
+12% +$64.5K 0.09% 243
2021
Q1 		$542K Buy
+2,180
New +$539K 0.11% 226

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 $60.8B AUM 26.63% 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

Baker Tilly Wealth Management's WDAY Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Workday (WDAY) in Q2 2026: 1,698 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #275 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in WDAY as recently as Q4 2025.

Baker Tilly Wealth Management first reported a position in WDAY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.82M in Q2 2023. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Baker Tilly Wealth Management held 1,698 shares of Workday worth $208K as of Q2 2026.
  • Workday was a new Baker Tilly Wealth Management position in Q2 2026.
  • Workday made up 0.04% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Baker Tilly Wealth Management first reported a position in Workday in Q1 2021 and has held it in 21 quarters since.
  • Baker Tilly Wealth Management's Workday position peaked at $2.82M in Q2 2023.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.