Congress Wealth Management’s Workday WDAY Stock Holding History

Congress 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	$934K	Buy	3,892 +369	+10%	+$89.9K	0.01%	731
2025 Q1	$823K	Buy	3,523 +1,623	+85%	+$414K	0.01%	675
2024 Q4	$490K	Buy	1,900 +96	+5%	+$24.5K	0.01%	643
2024 Q3	$441K	Buy	1,804 +78	+5%	+$18.4K	0.01%	656
2024 Q2	$386K	Sell	1,726 -609	-26%	-$147K	0.01%	569
2024 Q1	$637K	Buy	2,335 +677	+41%	+$193K	0.01%	425
2023 Q4	$458K	Buy	1,658 +39	+2%	+$9.29K	0.01%	476
2023 Q3	$348K	Buy	1,619 +19	+1%	+$4.41K	0.01%	502
2023 Q2	$362K	Buy	+1,600	New	+$320K	0.01%	459

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Congress Wealth Management's WDAY Position: Q2 2025 in Review

Congress Wealth Management increased its Workday (WDAY) stake by 10% in Q2 2025, buying an estimated $89.9K and bringing the position to 3,892 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #731.

Congress Wealth Management first reported a position in WDAY in Q2 2023 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

Congress Wealth Management held 3,892 shares of Workday worth $934K as of Q2 2025.
Congress Wealth Management bought 369 Workday shares in Q2 2025, an estimated $89.9K.
Workday made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #731 holding.
Congress Wealth Management first reported a position in Workday in Q2 2023 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

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