Icon Wealth Advisors’s Workday WDAY Stock Holding History

Icon 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
2026 Q1	–	Sell	-1,221	Closed	-$262K	–	438
2025 Q4	$262K	Sell	1,221 -5,013	-80%	-$1.14M	0.02%	339
2025 Q3	$1.5M	Sell	6,234 -5,630	-47%	-$1.3M	0.1%	142
2025 Q2	$2.85M	Sell	11,864 -32	-0.3%	-$7.79K	0.2%	84
2025 Q1	$2.78M	Sell	11,896 -28	-0.2%	-$7.15K	0.23%	83
2024 Q4	$3.08M	Buy	11,924 +5	+0%	+$1.28K	0.25%	75
2024 Q3	$2.91M	Sell	11,919 -326	-3%	-$77K	0.24%	72
2024 Q2	$2.78M	Buy	12,245 +4,282	+54%	+$1.03M	0.25%	69
2024 Q1	$2.17M	Sell	7,963 -73	-0.9%	-$20.8K	0.2%	95
2023 Q4	$2.22M	Buy	+8,036	New	+$1.91M	0.23%	86

Other funds holding WDAY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

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

GIM

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

Icon Wealth Advisors's WDAY Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,221 shares — an estimated $262K sold.

Icon Wealth Advisors first reported a position in WDAY in Q4 2023 and held it in 9 quarters. The position peaked at $3.08M in Q4 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Icon Wealth Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 1,221 Workday shares in Q1 2026, an estimated $262K.
Icon Wealth Advisors first reported a position in Workday in Q4 2023 and held it in 9 quarters.
Icon Wealth Advisors's Workday position peaked at $3.08M in Q4 2024.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.