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GeoWealth Management’s Workday WDAY Stock Holding History

GeoWealth 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
-1,450
Closed -$311K – 906
2025
Q4 		$311K Sell
1,450
-40
-3% -$9.09K 0.01% 557
2025
Q3 		$359K Sell
1,490
-11
-0.7% -$2.54K 0.01% 530
2025
Q2 		$360K Buy
1,501
+3
+0.2% +$731 0.01% 492
2025
Q1 		$350K Sell
1,498
-655
-30% -$167K 0.01% 505
2024
Q4 		$556K Buy
2,153
+235
+12% +$60K 0.02% 447
2024
Q3 		$469K Buy
1,918
+239
+14% +$56.4K 0.02% 478
2024
Q2 		$375K Sell
1,679
-101
-6% -$24.3K 0.02% 512
2024
Q1 		$485K Buy
1,780
+744
+72% +$212K 0.02% 443
2023
Q4 		$286K Buy
1,036
+926
+842% +$220K 0.02% 423
2023
Q3 		$23K Buy
110
+27
+33% +$6.26K ﹤0.01% 429
2023
Q2 		$20K Sell
83
-2
-2% -$401 ﹤0.01% 374
2023
Q1 		$17K Buy
85
+11
+15% +$2K ﹤0.01% 329
2022
Q4 		$12K Sell
74
-14
-16% -$2.18K ﹤0.01% 336
2022
Q3 		$14K Buy
+88
New +$13.8K ﹤0.01% 326

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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 $32.7B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

GeoWealth Management's WDAY Position: Q1 2026 in Review

GeoWealth Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,450 shares — an estimated $311K sold.

GeoWealth Management first reported a position in WDAY in Q3 2022 and held it in 14 quarters. The position peaked at $556K in Q4 2024. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • GeoWealth Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 1,450 Workday shares in Q1 2026, an estimated $311K.
  • GeoWealth Management first reported a position in Workday in Q3 2022 and held it in 14 quarters.
  • GeoWealth Management's Workday position peaked at $556K in Q4 2024.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.