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Burling Wealth Partners’s Workday WDAY Stock Holding History

Burling 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
Q2 		– Sell
-954
Closed -$223K – 181
2025
Q1 		$223K Sell
954
-69
-7% -$17.6K 0.05% 158
2024
Q4 		$264K Buy
+1,023
New +$261K 0.05% 147

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Eagle Capital Management (New York)
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Burling Wealth Partners's WDAY Position: Q2 2025 in Review

Burling Wealth Partners sold out of Workday (WDAY) in Q2 2025, closing a stake of 954 shares — an estimated $223K sold.

Burling Wealth Partners first reported a position in WDAY in Q4 2024 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Burling Wealth Partners reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 954 Workday shares in Q2 2025, an estimated $223K.
  • Burling Wealth Partners first reported a position in Workday in Q4 2024 and held it in 2 quarters.
  • Burling Wealth Partners's Workday position peaked at $264K in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Burling Wealth Partners's 13F filing for Q2 2025, filed 8 Aug 2025.