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Cassaday & Co Wealth Management’s Workday WDAY Stock Holding History

Cassaday & Co Wealth Management’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 		$10K Sell
82
-75
-48% -$9.5K ﹤0.01% 866
2026
Q1 		$20.4K Buy
+157
New +$24.9K ﹤0.01% 781

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's WDAY Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Workday (WDAY) stake by 48% in Q2 2026, selling an estimated $9.5K and leaving 82 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Cassaday & Co Wealth Management first reported a position in WDAY in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.4K in Q1 2026. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Cassaday & Co Wealth Management held 82 shares of Workday worth $10K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 75 Workday shares in Q2 2026, an estimated $9.5K.
  • Workday made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Cassaday & Co Wealth Management first reported a position in Workday in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Workday position peaked at $20.4K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.