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Bernardo Wealth Planning’s Workday WDAY Stock Holding History

Bernardo Wealth Planning’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
-1,423
Closed -$306K – 136
2025
Q4 		$306K Buy
1,423
+2
+0.1% +$454 0.06% 100
2025
Q3 		$342K Buy
1,421
+5
+0.4% +$1.16K 0.07% 91
2025
Q2 		$340K Buy
+1,416
New +$345K 0.07% 86

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Bernardo Wealth Planning's WDAY Position: Q1 2026 in Review

Bernardo Wealth Planning sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,423 shares — an estimated $306K sold.

Bernardo Wealth Planning first reported a position in WDAY in Q2 2025 and held it in 3 quarters. The position peaked at $342K in Q3 2025. 941 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Bernardo Wealth Planning reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,423 Workday shares in Q1 2026, an estimated $306K.
  • Bernardo Wealth Planning first reported a position in Workday in Q2 2025 and held it in 3 quarters.
  • Bernardo Wealth Planning's Workday position peaked at $342K in Q3 2025.
  • 941 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Bernardo Wealth Planning's 13F filing for Q1 2026, filed 15 Apr 2026.