Golden State Wealth Management’s Workday WDAY Stock Holding History

Golden State Wealth 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	-48	Closed	-$10.3K	–	1737
2025 Q4	$10.3K	Sell	48 -88	-65%	-$20K	﹤0.01%	1102
2025 Q3	$32.7K	Sell	136 -3	-2%	-$694	﹤0.01%	784
2025 Q2	$33.4K	Buy	139 +133	+2,217%	+$32.4K	﹤0.01%	737
2025 Q1	$1.4K	Buy	6 +3	+100%	+$766	﹤0.01%	1374
2024 Q4	$774	Buy	+3	New	+$766	﹤0.01%	1384
2022 Q1	–	Sell	-908	Closed	-$248K	–	370
2021 Q4	$248K	Buy	+908	New	+$252K	0.04%	323
2020 Q2	–	Sell	-718	Closed	-$93K	–	913
2020 Q1	$93K	Buy	+718	New	+$121K	0.04%	258
2019 Q4	–	Sell	-718	Closed	-$122K	–	953
2019 Q3	$122K	Sell	718 -25	-3%	-$4.83K	0.04%	288
2019 Q2	$152K	Sell	743 -30	-4%	-$6.06K	0.05%	267
2019 Q1	$149K	Buy	+773	New	+$141K	0.05%	261

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Golden State Wealth Management's WDAY Position: Q1 2026 in Review

Golden State Wealth Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 48 shares — an estimated $10.3K sold.

Golden State Wealth Management first reported a position in WDAY in Q1 2019 and held it in 10 quarters. The position peaked at $248K in Q4 2021. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Golden State Wealth Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 48 Workday shares in Q1 2026, an estimated $10.3K.
Golden State Wealth Management first reported a position in Workday in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's Workday position peaked at $248K in Q4 2021.
940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.