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Cherry Tree Wealth Management’s Workday WDAY Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-10
Closed -$2.34K – 762
2025
Q1 		$2.34K Hold
10
– – ﹤0.01% 618
2024
Q4 		$2.58K Hold
10
– – ﹤0.01% 523
2024
Q3 		$2.44K Hold
10
– – ﹤0.01% 522
2024
Q2 		$2.24K Hold
10
– – ﹤0.01% 508
2024
Q1 		$2.73K Hold
10
– – ﹤0.01% 488
2023
Q4 		$2.76K Hold
10
– – ﹤0.01% 483
2023
Q3 		$2.15K Hold
10
– – ﹤0.01% 477
2023
Q2 		$2.26K Buy
+10
New +$2K ﹤0.01% 485

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cherry Tree Wealth Management's WDAY Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Workday (WDAY) in Q2 2025, closing a stake of 10 shares — an estimated $2.34K sold.

Cherry Tree Wealth Management first reported a position in WDAY in Q2 2023 and held it in 8 quarters. The position peaked at $2.76K in Q4 2023. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 10 Workday shares in Q2 2025, an estimated $2.34K.
  • Cherry Tree Wealth Management first reported a position in Workday in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's Workday position peaked at $2.76K in Q4 2023.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.