BWL
WDAY icon

Bogart Wealth LLC’s Workday WDAY Stock Holding History

Bogart Wealth LLC’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 		$24.4K Buy
199
+174
+696% +$22K ﹤0.01% 743
2026
Q1 		$3.25K Buy
25
+1
+4% +$159 ﹤0.01% 1170
2025
Q4 		$5.16K Buy
24
+2
+9% +$454 ﹤0.01% 989
2025
Q3 		$5.3K Buy
22
+6
+38% +$1.39K ﹤0.01% 968
2025
Q2 		$3.84K Buy
16
+5
+45% +$1.22K ﹤0.01% 996
2025
Q1 		$2.57K Sell
11
-10
-48% -$2.55K ﹤0.01% 1032
2024
Q4 		$5.42K Buy
+21
New +$5.37K ﹤0.01% 862
2024
Q2 		– Sell
-4
Closed -$1.09K – 1177
2024
Q1 		$1.09K Hold
4
– – ﹤0.01% 961
2023
Q4 		$1.1K Hold
4
– – ﹤0.01% 954
2023
Q3 		$859 Buy
+4
New +$928 ﹤0.01% 973
2023
Q1 		– Sell
-8
Closed -$1.34K – 1213
2022
Q4 		$1.34K Buy
+8
New +$1.25K ﹤0.01% 833
2022
Q3 		– Sell
-17
Closed -$2K – 1157
2022
Q2 		$2K Buy
+17
New +$3.09K ﹤0.01% 800

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's WDAY Position: Q2 2026 in Review

Bogart Wealth LLC increased its Workday (WDAY) stake by 696% in Q2 2026, buying an estimated $22K and bringing the position to 199 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Bogart Wealth LLC first reported a position in WDAY in Q2 2022 and has held it in 12 quarters since. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Bogart Wealth LLC held 199 shares of Workday worth $24.4K as of Q2 2026.
  • Bogart Wealth LLC bought 174 Workday shares in Q2 2026, an estimated $22K.
  • Workday made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #743 holding.
  • Bogart Wealth LLC first reported a position in Workday in Q2 2022 and has held it in 12 quarters since.
  • 917 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.