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Circle Wealth Management’s Workday WDAY Stock Holding History

Circle 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 		$1.53M Buy
12,462
+1,688
+16% +$214K 0.02% 119
2026
Q1 		$1.4M Buy
10,774
+1,914
+22% +$304K 0.02% 110
2025
Q4 		$1.9M Buy
8,860
+213
+2% +$48.4K 0.03% 88
2025
Q3 		$2.08M Buy
8,647
+1,242
+17% +$287K 0.04% 77
2025
Q2 		$1.78M Sell
7,405
-113
-2% -$27.5K 0.04% 88
2025
Q1 		$1.76M Buy
7,518
+7
+0.1% +$1.79K 0.04% 78
2024
Q4 		$1.94M Buy
7,511
+1,658
+28% +$424K 0.04% 73
2024
Q3 		$1.43M Buy
5,853
+308
+6% +$72.7K 0.03% 92
2024
Q2 		$1.24M Buy
5,545
+1,485
+37% +$358K 0.03% 87
2024
Q1 		$1.11M Buy
4,060
+245
+6% +$69.7K 0.03% 91
2023
Q4 		$1.05M Buy
3,815
+393
+11% +$93.6K 0.03% 83
2023
Q3 		$735K Hold
3,422
– – 0.02% 101
2023
Q2 		$773K Buy
3,422
+26
+0.8% +$5.21K 0.1% 72
2023
Q1 		$701K Hold
3,396
– – 0.1% 72
2022
Q4 		$568K Buy
3,396
+5
+0.1% +$780 0.09% 85
2022
Q3 		$516K Hold
3,391
– – 0.09% 88
2022
Q2 		$473K Sell
3,391
-1,014
-23% -$184K 0.08% 101
2022
Q1 		$1.13M Buy
4,405
+2,314
+111% +$551K 0.15% 63
2021
Q4 		$571K Hold
2,091
– – 0.07% 115
2021
Q3 		$523K Hold
2,091
– – 0.08% 115
2021
Q2 		$499K Buy
2,091
+777
+59% +$187K 0.07% 126
2021
Q1 		$326K Sell
1,314
-394
-23% -$97.3K 0.05% 139
2020
Q4 		$409K Buy
1,708
+401
+31% +$90.1K 0.06% 165
2020
Q3 		$281K Buy
+1,307
New +$259K 0.05% 166

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 $59.9B AUM 27.01% 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

Circle Wealth Management's WDAY Position: Q2 2026 in Review

Circle Wealth Management increased its Workday (WDAY) stake by 16% in Q2 2026, buying an estimated $214K and bringing the position to 12,462 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #119.

Circle Wealth Management first reported a position in WDAY in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.08M in Q3 2025. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Circle Wealth Management held 12,462 shares of Workday worth $1.53M as of Q2 2026.
  • Circle Wealth Management bought 1,688 Workday shares in Q2 2026, an estimated $214K.
  • Workday made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Circle Wealth Management first reported a position in Workday in Q3 2020 and has held it in 24 quarters since.
  • Circle Wealth Management's Workday position peaked at $2.08M in Q3 2025.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.