Bartlett & Co Wealth Management’s Workday WDAY Stock Holding History

Bartlett & Co 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	$16.5K	Sell	135 -481	-78%	-$60.9K	﹤0.01%	917
2026 Q1	$78.8K	Buy	616 +31	+5%	+$4.92K	﹤0.01%	611
2025 Q4	$126K	Sell	585 -13	-2%	-$2.95K	﹤0.01%	517
2025 Q3	$144K	Buy	598 +30	+5%	+$6.94K	﹤0.01%	493
2025 Q2	$136K	Sell	568 -1	-0.2%	-$244	﹤0.01%	490
2025 Q1	$133K	Buy	569 +19	+3%	+$4.85K	﹤0.01%	498
2024 Q4	$142K	Hold	550	–	–	﹤0.01%	493
2024 Q3	$134K	Hold	550	–	–	﹤0.01%	501
2024 Q2	$123K	Buy	550 +500	+1,000%	+$120K	﹤0.01%	511
2024 Q1	$13.6K	Sell	50 -140	-74%	-$39.9K	﹤0.01%	880
2023 Q4	$52.5K	Buy	+190	New	+$45.2K	﹤0.01%	698
2022 Q3	–	Sell	-70	Closed	-$9.77K	–	1286
2022 Q2	$9.77K	Buy	+70	New	+$12.7K	﹤0.01%	870
2021 Q3	–	Sell	-4	Closed	-$955	–	1084
2021 Q2	$955	Hold	4	–	–	﹤0.01%	961
2021 Q1	$994	Hold	4	–	–	﹤0.01%	974
2020 Q4	$958	Buy	+4	New	+$899	﹤0.01%	1054

Other funds holding WDAY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bartlett & Co Wealth Management's WDAY Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Workday (WDAY) stake by 78% in Q2 2026, selling an estimated $60.9K and leaving 135 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Bartlett & Co Wealth Management first reported a position in WDAY in Q4 2020 and has held it in 15 quarters since. The position peaked at $144K in Q3 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Bartlett & Co Wealth Management held 135 shares of Workday worth $16.5K as of Q2 2026.
Bartlett & Co Wealth Management sold 481 Workday shares in Q2 2026, an estimated $60.9K.
Workday made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #917 holding.
Bartlett & Co Wealth Management first reported a position in Workday in Q4 2020 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's Workday position peaked at $144K in Q3 2025.
914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.