HWA
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Heartwood Wealth Advisors’s Workday WDAY Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-5
Closed -$1.2K – 595
2025
Q3 		$1.2K Buy
+5
New +$1.16K ﹤0.01% 539

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 $3.38T AUM 44.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Heartwood Wealth Advisors's WDAY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Workday (WDAY) in Q4 2025, closing a stake of 5 shares — an estimated $1.2K sold.

Heartwood Wealth Advisors first reported a position in WDAY in Q3 2025 and held it in 1 quarter. The position peaked at $1.2K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 5 Workday shares in Q4 2025, an estimated $1.2K.
  • Heartwood Wealth Advisors first reported a position in Workday in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Workday position peaked at $1.2K in Q3 2025.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.