CWP
WDAY icon

Concord Wealth Partners’s Workday WDAY Stock Holding History

Concord 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
Q4 		– Sell
-82
Closed -$19.7K – 899
2025
Q3 		$19.7K Sell
82
-1,082
-93% -$250K ﹤0.01% 458
2025
Q2 		$279K Sell
1,164
-281
-19% -$68.4K 0.04% 174
2025
Q1 		$337K Sell
1,445
-263
-15% -$67.1K 0.06% 160
2024
Q4 		$441K Sell
1,708
-57
-3% -$14.6K 0.07% 148
2024
Q3 		$431K Buy
1,765
+51
+3% +$12K 0.07% 150
2024
Q2 		$383K Buy
1,714
+340
+25% +$81.9K 0.07% 153
2024
Q1 		$375K Buy
1,374
+774
+129% +$220K 0.07% 162
2023
Q4 		$166K Sell
600
-45
-7% -$10.7K 0.03% 220
2023
Q3 		$139K Buy
+645
New +$150K 0.03% 237
2022
Q3 		– Sell
-15
Closed -$2K – 1153
2022
Q2 		$2K Sell
15
-5
-25% -$908 ﹤0.01% 1079
2022
Q1 		$5K Hold
20
– – ﹤0.01% 930
2021
Q4 		$5K Buy
+20
New +$5.55K ﹤0.01% 966
2021
Q3 		– Sell
-15
Closed -$4K – 1042
2021
Q2 		$4K Buy
15
+5
+50% +$1.2K ﹤0.01% 790
2021
Q1 		$2K Buy
+10
New +$2.47K ﹤0.01% 861

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Concord Wealth Partners's WDAY Position: Q4 2025 in Review

Concord Wealth Partners sold out of Workday (WDAY) in Q4 2025, closing a stake of 82 shares — an estimated $19.7K sold.

Concord Wealth Partners first reported a position in WDAY in Q1 2021 and held it in 14 quarters. The position peaked at $441K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Concord Wealth Partners reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 82 Workday shares in Q4 2025, an estimated $19.7K.
  • Concord Wealth Partners first reported a position in Workday in Q1 2021 and held it in 14 quarters.
  • Concord Wealth Partners's Workday position peaked at $441K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.