EWA
WDAY icon

EverSource Wealth Advisors’s Workday WDAY Stock Holding History

EverSource Wealth 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 		$136K Sell
1,113
-191
-15% -$24.2K ﹤0.01% 1220
2026
Q1 		$169K Buy
1,304
+7
+0.5% +$1.11K 0.01% 1144
2025
Q4 		$279K Sell
1,297
-233
-15% -$52.9K 0.01% 798
2025
Q3 		$368K Sell
1,530
-404
-21% -$93.4K 0.01% 624
2025
Q2 		$464K Buy
1,934
+399
+26% +$97.2K 0.02% 484
2025
Q1 		$358K Buy
1,535
+563
+58% +$144K 0.02% 466
2024
Q4 		$251K Buy
972
+72
+8% +$18.4K 0.01% 567
2024
Q3 		$220K Sell
900
-218
-19% -$51.5K 0.01% 526
2024
Q2 		$254K Buy
1,118
+496
+80% +$119K 0.02% 481
2024
Q1 		$152K Sell
622
-99
-14% -$28.2K 0.01% 574
2023
Q4 		$199K Buy
721
+74
+11% +$17.6K 0.02% 433
2023
Q3 		$139K Buy
647
+93
+17% +$21.6K 0.01% 480
2023
Q2 		$125K Sell
554
-45
-8% -$9.01K 0.01% 504
2023
Q1 		$124K Sell
599
-12
-2% -$2.18K 0.02% 476
2022
Q4 		$102K Buy
611
+6
+1% +$936 0.02% 497
2022
Q3 		$92K Buy
605
+575
+1,917% +$90K 0.02% 450
2022
Q2 		$4K Sell
30
-24
-44% -$4.36K ﹤0.01% 1357
2022
Q1 		$13K Buy
54
+39
+260% +$9.29K ﹤0.01% 892
2021
Q4 		$4K Buy
+15
New +$4.17K ﹤0.01% 1371

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

EverSource Wealth Advisors's WDAY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Workday (WDAY) stake by 15% in Q2 2026, selling an estimated $24.2K and leaving 1,113 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

EverSource Wealth Advisors first reported a position in WDAY in Q4 2021 and has held it in 19 quarters since. The position peaked at $464K in Q2 2025. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • EverSource Wealth Advisors held 1,113 shares of Workday worth $136K as of Q2 2026.
  • EverSource Wealth Advisors sold 191 Workday shares in Q2 2026, an estimated $24.2K.
  • Workday made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1220 holding.
  • EverSource Wealth Advisors first reported a position in Workday in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Workday position peaked at $464K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

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