Grant Private Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,778
Closed -$382K 163
2025
Q4
$382K Hold
1,778
0.23% 90
2025
Q3
$428K Buy
+1,778
New +$411K 0.26% 80

Other funds holding WDAY

Grant Private Wealth Management's WDAY Position: Q1 2026 in Review

Grant Private Wealth Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,778 shares — an estimated $382K sold.

Grant Private Wealth Management first reported a position in WDAY in Q3 2025 and held it in 2 quarters. The position peaked at $428K in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Grant Private Wealth Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 1,778 Workday shares in Q1 2026, an estimated $382K.
  • Grant Private Wealth Management first reported a position in Workday in Q3 2025 and held it in 2 quarters.
  • Grant Private Wealth Management's Workday position peaked at $428K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Grant Private Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.