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Financial Advocates Investment Management’s Workday WDAY Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,896
Closed -$455K – 594
2025
Q2 		$455K Sell
1,896
-1,016
-35% -$247K 0.04% 384
2025
Q1 		$680K Buy
2,912
+165
+6% +$42.1K 0.05% 363
2024
Q4 		$709K Buy
2,747
+291
+12% +$74.3K 0.04% 373
2024
Q3 		$600K Sell
2,456
-26
-1% -$6.14K 0.03% 408
2024
Q2 		$555K Buy
2,482
+179
+8% +$43.1K 0.03% 411
2024
Q1 		$628K Buy
2,303
+479
+26% +$136K 0.04% 409
2023
Q4 		$504K Buy
1,824
+242
+15% +$57.6K 0.03% 426
2023
Q3 		$340K Sell
1,582
-117
-7% -$27.1K 0.02% 494
2023
Q2 		$384K Buy
1,699
+43
+3% +$8.61K 0.03% 456
2023
Q1 		$342K Buy
1,656
+26
+2% +$4.73K 0.02% 512
2022
Q4 		$273K Sell
1,630
-2,226
-58% -$347K 0.02% 587
2022
Q3 		$944K Buy
3,856
+2,105
+120% +$329K 0.08% 261
2022
Q2 		$245K Buy
+1,751
New +$318K 0.02% 563

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Financial Advocates Investment Management's WDAY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Workday (WDAY) in Q3 2025, closing a stake of 1,896 shares — an estimated $455K sold.

Financial Advocates Investment Management first reported a position in WDAY in Q2 2022 and held it in 13 quarters. The position peaked at $944K in Q3 2022. 1,096 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,896 Workday shares in Q3 2025, an estimated $455K.
  • Financial Advocates Investment Management first reported a position in Workday in Q2 2022 and held it in 13 quarters.
  • Financial Advocates Investment Management's Workday position peaked at $944K in Q3 2022.
  • 1,096 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.