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Dynamic Advisor Solutions’s Workday WDAY Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-1,217
Closed -$261K – 995
2025
Q4 		$261K Buy
1,217
+115
+10% +$26.1K 0.01% 817
2025
Q3 		$265K Buy
1,102
+110
+11% +$25.4K 0.01% 812
2025
Q2 		$238K Sell
992
-57
-5% -$13.9K 0.01% 810
2025
Q1 		$245K Buy
+1,049
New +$268K 0.01% 765
2022
Q1 		– Sell
-1,206
Closed -$329K – 793
2021
Q4 		$329K Buy
1,206
+3
+0.2% +$833 0.02% 537
2021
Q3 		$301K Buy
1,203
+102
+9% +$25.3K 0.02% 577
2021
Q2 		$263K Buy
+1,101
New +$265K 0.02% 588

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Dynamic Advisor Solutions's WDAY Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,217 shares — an estimated $261K sold.

Dynamic Advisor Solutions first reported a position in WDAY in Q2 2021 and held it in 7 quarters. The position peaked at $329K in Q4 2021. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,217 Workday shares in Q1 2026, an estimated $261K.
  • Dynamic Advisor Solutions first reported a position in Workday in Q2 2021 and held it in 7 quarters.
  • Dynamic Advisor Solutions's Workday position peaked at $329K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.