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Crewe Advisors’s Workday WDAY Stock Holding History

Crewe Advisors’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 		$4.65K Buy
38
+16
+73% +$2.03K ﹤0.01% 899
2026
Q1 		$2.86K Buy
22
+9
+69% +$1.43K ﹤0.01% 865
2025
Q4 		$2.79K Buy
13
+2
+18% +$454 ﹤0.01% 826
2025
Q3 		$2.65K Buy
+11
New +$2.54K ﹤0.01% 812
2024
Q3 		– Sell
-155
Closed -$34.7K – 997
2024
Q2 		$34.7K Buy
155
+56
+57% +$13.5K ﹤0.01% 438
2024
Q1 		$27K Buy
+99
New +$28.2K ﹤0.01% 452
2023
Q3 		– Sell
-1
Closed -$226 – 923
2023
Q2 		$226 Sell
1
-98
-99% -$19.6K ﹤0.01% 696
2023
Q1 		$20.4K Sell
99
-50
-34% -$9.1K ﹤0.01% 426
2022
Q4 		$24.9K Sell
149
-1
-0.7% -$156 ﹤0.01% 382
2022
Q3 		$23K Buy
150
+10
+7% +$1.56K ﹤0.01% 438
2022
Q2 		$20K Buy
+140
New +$25.4K ﹤0.01% 423
2020
Q4 		– Sell
-31
Closed -$7K – 650
2020
Q3 		$7K Buy
+31
New +$6.13K ﹤0.01% 308

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

Crewe Advisors's WDAY Position: Q2 2026 in Review

Crewe Advisors increased its Workday (WDAY) stake by 73% in Q2 2026, buying an estimated $2.03K and bringing the position to 38 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Crewe Advisors first reported a position in WDAY in Q3 2020 and has held it in 12 quarters since. The position peaked at $34.7K in Q2 2024. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Crewe Advisors held 38 shares of Workday worth $4.65K as of Q2 2026.
  • Crewe Advisors bought 16 Workday shares in Q2 2026, an estimated $2.03K.
  • Workday made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #899 holding.
  • Crewe Advisors first reported a position in Workday in Q3 2020 and has held it in 12 quarters since.
  • Crewe Advisors's Workday position peaked at $34.7K in Q2 2024.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.