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Evergreen Private Wealth’s Workday WDAY Stock Holding History

Evergreen Private Wealth’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
Q3 		– Sell
-9
Closed -$2.16K – 296
2025
Q2 		$2.16K Buy
+9
New +$2.19K ﹤0.01% 240

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Evergreen Private Wealth's WDAY Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Workday (WDAY) in Q3 2025, closing a stake of 9 shares — an estimated $2.16K sold.

Evergreen Private Wealth first reported a position in WDAY in Q2 2025 and held it in 1 quarter. The position peaked at $2.16K in Q2 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 9 Workday shares in Q3 2025, an estimated $2.16K.
  • Evergreen Private Wealth first reported a position in Workday in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Workday position peaked at $2.16K in Q2 2025.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.