Dynasty Wealth Management’s Workday WDAY Stock Holding History

Dynasty 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
2026 Q1	–	Sell	-1,965	Closed	-$422K	–	386
2025 Q4	$422K	Sell	1,965 -794	-29%	-$180K	﹤0.01%	251
2025 Q3	$664K	Sell	2,759 -4,453	-62%	-$1.03M	0.01%	199
2025 Q2	$1.73M	Sell	7,212 -248	-3%	-$60.4K	0.03%	96
2025 Q1	$1.74M	Sell	7,460 -116	-2%	-$29.6K	0.03%	104
2024 Q4	$1.95M	Buy	7,576 +133	+2%	+$34K	0.03%	98
2024 Q3	$1.82M	Buy	7,443 +2,488	+50%	+$588K	0.06%	77
2024 Q2	$1.11M	Buy	4,955 +390	+9%	+$93.9K	0.03%	128
2024 Q1	$1.25M	Buy	+4,565	New	+$1.3M	0.04%	109

Other funds holding WDAY

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Dynasty Wealth Management's WDAY Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,965 shares — an estimated $422K sold.

Dynasty Wealth Management first reported a position in WDAY in Q1 2024 and held it in 8 quarters. The position peaked at $1.95M in Q4 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Dynasty Wealth Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 1,965 Workday shares in Q1 2026, an estimated $422K.
Dynasty Wealth Management first reported a position in Workday in Q1 2024 and held it in 8 quarters.
Dynasty Wealth Management's Workday position peaked at $1.95M in Q4 2024.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.