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Everhart Financial Group’s Workday WDAY Stock Holding History

Everhart Financial 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
Q1 		– Sell
-1,580
Closed -$339K – 488
2025
Q4 		$339K Sell
1,580
-105
-6% -$23.9K 0.03% 307
2025
Q3 		$406K Sell
1,685
-64
-4% -$14.8K 0.04% 278
2025
Q2 		$420K Buy
1,749
+174
+11% +$42.4K 0.05% 250
2025
Q1 		$368K Buy
1,575
+264
+20% +$67.4K 0.05% 254
2024
Q4 		$338K Buy
1,311
+5
+0.4% +$1.28K 0.07% 245
2024
Q3 		$319K Buy
+1,306
New +$308K 0.07% 256
2024
Q2 		– Sell
-904
Closed -$247K – 309
2024
Q1 		$247K Buy
904
+118
+15% +$33.6K 0.07% 237
2023
Q4 		$217K Buy
+786
New +$187K 0.08% 230

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

Everhart Financial Group's WDAY Position: Q1 2026 in Review

Everhart Financial Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,580 shares — an estimated $339K sold.

Everhart Financial Group first reported a position in WDAY in Q4 2023 and held it in 8 quarters. The position peaked at $420K in Q2 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Everhart Financial Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 1,580 Workday shares in Q1 2026, an estimated $339K.
  • Everhart Financial Group first reported a position in Workday in Q4 2023 and held it in 8 quarters.
  • Everhart Financial Group's Workday position peaked at $420K in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.