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Crestwood Advisors Group’s Workday WDAY Stock Holding History

Crestwood Advisors Group’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 		$392K Buy
3,201
+824
+35% +$104K 0.01% 578
2026
Q1 		$309K Buy
2,377
+1,394
+142% +$221K 0.01% 564
2025
Q4 		$211K Sell
983
-3,213
-77% -$730K ﹤0.01% 646
2025
Q3 		$1.01M Sell
4,196
-71
-2% -$16.4K 0.02% 290
2025
Q2 		$1.02M Sell
4,267
-151
-3% -$36.8K 0.02% 277
2025
Q1 		$1.03M Buy
4,418
+248
+6% +$63.3K 0.02% 267
2024
Q4 		$1.08M Buy
4,170
+684
+20% +$175K 0.02% 234
2024
Q3 		$852K Buy
3,486
+56
+2% +$13.2K 0.02% 242
2024
Q2 		$767K Sell
3,430
-27
-0.8% -$6.5K 0.02% 241
2024
Q1 		$943K Buy
3,457
+20
+0.6% +$5.69K 0.02% 221
2023
Q4 		$949K Buy
3,437
+1
+0% +$238 0.02% 216
2023
Q3 		$738K Sell
3,436
-66
-2% -$15.3K 0.02% 218
2023
Q2 		$791K Buy
3,502
+78
+2% +$15.6K 0.02% 155
2023
Q1 		$707K Hold
3,424
– – 0.02% 162
2022
Q4 		$573K Hold
3,424
– – 0.02% 177
2022
Q3 		$521K Sell
3,424
-238
-6% -$37.3K 0.02% 190
2022
Q2 		$511K Hold
3,662
– – 0.02% 193
2022
Q1 		$877K Hold
3,662
– – 0.02% 164
2021
Q4 		$1M Buy
+3,662
New +$1.02M 0.03% 164
2019
Q3 		– Sell
-26,046
Closed -$5.36M – 261
2019
Q2 		$5.36M Buy
+26,046
New +$5.26M 0.24% 85

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

Crestwood Advisors Group's WDAY Position: Q2 2026 in Review

Crestwood Advisors Group increased its Workday (WDAY) stake by 35% in Q2 2026, buying an estimated $104K and bringing the position to 3,201 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #578.

Crestwood Advisors Group first reported a position in WDAY in Q2 2019 and has held it in 20 quarters since. The position peaked at $5.36M in Q2 2019. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Crestwood Advisors Group held 3,201 shares of Workday worth $392K as of Q2 2026.
  • Crestwood Advisors Group bought 824 Workday shares in Q2 2026, an estimated $104K.
  • Workday made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #578 holding.
  • Crestwood Advisors Group first reported a position in Workday in Q2 2019 and has held it in 20 quarters since.
  • Crestwood Advisors Group's Workday position peaked at $5.36M in Q2 2019.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.