HHM Wealth Advisors’s Workday WDAY Stock Holding History

HHM 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	-28	Closed	-$6.74K	–	895
2025 Q3	$6.74K	Sell	28 -8	-22%	-$1.85K	﹤0.01%	688
2025 Q2	$8.64K	Hold	36	–	–	﹤0.01%	629
2025 Q1	$8.41K	Hold	36	–	–	﹤0.01%	610
2024 Q4	$9.29K	Buy	36 +8	+29%	+$2.04K	﹤0.01%	604
2024 Q3	$6.84K	Buy	+28	New	+$6.61K	﹤0.01%	622
2023 Q2	–	Sell	-7	Closed	-$1.45K	–	860
2023 Q1	$1.45K	Hold	7	–	–	﹤0.01%	751
2022 Q4	$1.17K	Sell	7 -264	-97%	-$41.2K	﹤0.01%	642
2022 Q3	$41K	Hold	271	–	–	0.01%	259
2022 Q2	$38K	Hold	271	–	–	0.01%	318
2022 Q1	$65K	Hold	271	–	–	0.02%	267
2021 Q4	$74K	Hold	271	–	–	0.02%	260
2021 Q3	$68K	Sell	271 -35	-11%	-$8.67K	0.02%	259
2021 Q2	$73K	Buy	306 +35	+13%	+$8.42K	0.02%	248
2021 Q1	$67K	Hold	271	–	–	0.02%	240
2020 Q4	$65K	Buy	+271	New	+$60.9K	0.02%	228

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Workday (WDAY) in Q4 2025, closing a stake of 28 shares — an estimated $6.74K sold.

HHM Wealth Advisors first reported a position in WDAY in Q4 2020 and held it in 15 quarters. The position peaked at $74K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

HHM Wealth Advisors reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 28 Workday shares in Q4 2025, an estimated $6.74K.
HHM Wealth Advisors first reported a position in Workday in Q4 2020 and held it in 15 quarters.
HHM Wealth Advisors's Workday position peaked at $74K in Q4 2021.
1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.