CWM
WDAY icon

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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return