Carson Wealth (CWM LLC)’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $792K | Buy |
6,093
+1,761
| +41% | +$280K | ﹤0.01% | 1693 |
|
|
2025
Q4 | $930K | Sell |
4,332
-12,354
| -74% | -$2.81M | ﹤0.01% | 1539 |
|
|
2025
Q3 | $4.02M | Buy |
16,686
+5,492
| +49% | +$1.27M | 0.01% | 806 |
|
|
2025
Q2 | $2.69M | Buy |
11,194
+4,305
| +62% | +$1.05M | 0.01% | 838 |
|
|
2025
Q1 | $1.61M | Sell |
6,889
-331
| -5% | -$84.5K | 0.01% | 906 |
|
|
2024
Q4 | $1.86M | Sell |
7,220
-580
| -7% | -$148K | 0.01% | 810 |
|
|
2024
Q3 | $1.91M | Buy |
7,800
+1,549
| +25% | +$366K | 0.01% | 725 |
|
|
2024
Q2 | $1.4M | Sell |
6,251
-899
| -13% | -$216K | 0.01% | 753 |
|
|
2024
Q1 | $1.95M | Buy |
7,150
+1,683
| +31% | +$479K | 0.01% | 624 |
|
|
2023
Q4 | $1.51M | Buy |
5,467
+1,776
| +48% | +$423K | 0.01% | 648 |
|
|
2023
Q3 | $793K | Buy |
3,691
+405
| +12% | +$93.9K | ﹤0.01% | 831 |
|
|
2023
Q2 | $742K | Buy |
3,286
+487
| +17% | +$97.6K | ﹤0.01% | 812 |
|
|
2023
Q1 | $578K | Sell |
2,799
-253
| -8% | -$46K | ﹤0.01% | 847 |
|
|
2022
Q4 | $511K | Sell |
3,052
-7
| -0.2% | -$1.09K | ﹤0.01% | 807 |
|
|
2022
Q3 | $466K | Buy |
3,059
+626
| +26% | +$98K | ﹤0.01% | 766 |
|
|
2022
Q2 | $340K | Sell |
2,433
-875
| -26% | -$159K | ﹤0.01% | 848 |
|
|
2022
Q1 | $792K | Sell |
3,308
-101,344
| -97% | -$24.2M | 0.01% | 618 |
|
|
2021
Q4 | $28.6M | Buy |
+104,652
| New | +$29.1M | 0.2% | 103 |
|
|
2021
Q2 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2021
Q1 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q4 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q3 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q2 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q1 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q4 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q3 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q2 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q1 | $22.4M | Buy |
93,901
+92,392
| +6,123% | +$16.8M | 0.18% | 118 |
|
|
2018
Q4 | $241K | Buy |
1,509
+1,404
| +1,337% | +$199K | 0.01% | 564 |
|
|
2018
Q3 | $15K | Buy |
105
+80
| +320% | +$11.1K | ﹤0.01% | 1046 |
|
|
2018
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q1 | $3K | Buy |
+25
| New | +$3.06K | ﹤0.01% | 1128 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$16K | – | 818 |
|
|
2015
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2015
Q3 | $14K | Buy |
+200
| New | +$15.5K | ﹤0.01% | 411 |
|
Other funds holding WDAY
GIM
Carson Wealth (CWM LLC)'s WDAY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Workday (WDAY) stake by 41% in Q1 2026, buying an estimated $280K and bringing the position to 6,093 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.
Carson Wealth (CWM LLC) first reported a position in WDAY in Q3 2015 and has held it in 34 quarters since. The position peaked at $28.6M in Q4 2021. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,093 shares of Workday worth $792K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,761 Workday shares in Q1 2026, an estimated $280K.
- Workday made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1693 holding.
- Carson Wealth (CWM LLC) first reported a position in Workday in Q3 2015 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Workday position peaked at $28.6M in Q4 2021.
- 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.