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BSW Wealth Partners’s Workday WDAY Stock Holding History

BSW Wealth Partners’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
2025
Q1 		– Sell
-776
Closed -$200K – 333
2024
Q4 		$200K Buy
+776
New +$198K 0.03% 297
2024
Q3 		– Sell
-1,182
Closed -$264K – 337
2024
Q2 		$264K Sell
1,182
-111
-9% -$26.7K 0.04% 233
2024
Q1 		$353K Buy
1,293
+256
+25% +$72.9K 0.06% 189
2023
Q4 		$286K Buy
1,037
+20
+2% +$4.76K 0.06% 209
2023
Q3 		$219K Buy
+1,017
New +$236K 0.05% 218

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BSW Wealth Partners's WDAY Position: Q1 2025 in Review

BSW Wealth Partners sold out of Workday (WDAY) in Q1 2025, closing a stake of 776 shares — an estimated $200K sold.

BSW Wealth Partners first reported a position in WDAY in Q3 2023 and held it in 5 quarters. The position peaked at $353K in Q1 2024. 1,146 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • BSW Wealth Partners reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 776 Workday shares in Q1 2025, an estimated $200K.
  • BSW Wealth Partners first reported a position in Workday in Q3 2023 and held it in 5 quarters.
  • BSW Wealth Partners's Workday position peaked at $353K in Q1 2024.
  • 1,146 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on BSW Wealth Partners's 13F filing for Q1 2025, filed 24 Apr 2025.