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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Bogart Wealth LLC's WDAY Position: Q1 2026 in Review

Bogart Wealth LLC increased its Workday (WDAY) stake by 4.2% in Q1 2026, buying an estimated $159 and bringing the position to 25 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Bogart Wealth LLC first reported a position in WDAY in Q2 2022 and has held it in 11 quarters since. The position peaked at $5.42K in Q4 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Bogart Wealth LLC held 25 shares of Workday worth $3.25K as of Q1 2026.
Bogart Wealth LLC bought 1 Workday share in Q1 2026, an estimated $159.
Workday made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1170 holding.
Bogart Wealth LLC first reported a position in Workday in Q2 2022 and has held it in 11 quarters since.
Bogart Wealth LLC's Workday position peaked at $5.42K in Q4 2024.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.