GA
WDAY icon

GoalVest Advisory’s Workday WDAY Stock Holding History

GoalVest Advisory’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
Q3 		$7.62K Buy
+40
New +$6.97K ﹤0.01% 490

Other funds holding WDAY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

GoalVest Advisory's WDAY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Workday (WDAY) in Q3 2026: 40 shares worth $7.62K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings.

8 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • GoalVest Advisory held 40 shares of Workday worth $7.62K as of Q3 2026.
  • Workday was a new GoalVest Advisory position in Q3 2026.
  • Workday made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #490 holding.
  • 8 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.