IMA Advisory Services’s Workday WDAY Stock Holding History

IMA Advisory Services’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	$26K	Hold	200	–	–	﹤0.01%	290
2025 Q4	$43K	Hold	200	–	–	﹤0.01%	255
2025 Q3	$48.1K	Hold	200	–	–	﹤0.01%	242
2025 Q2	$48K	Hold	200	–	–	0.01%	233
2025 Q1	$46.7K	Buy	+200	New	+$51K	0.01%	235
2024 Q4	–	Sell	-200	Closed	-$48.9K	–	284
2024 Q3	$48.9K	Buy	+200	New	+$47.2K	0.01%	185
2023 Q1	–	Sell	-1,450	Closed	-$243K	–	343
2022 Q4	$243K	Hold	1,450	–	–	0.06%	128
2022 Q3	$221K	Hold	1,450	–	–	0.06%	129
2022 Q2	$202K	Buy	+1,450	New	+$263K	0.05%	140

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

IMA Advisory Services's WDAY Position: Q1 2026 in Review

IMA Advisory Services held its Workday (WDAY) position steady in Q1 2026 at 200 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

IMA Advisory Services first reported a position in WDAY in Q2 2022 and has held it in 9 quarters since. The position peaked at $243K in Q4 2022. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

IMA Advisory Services held 200 shares of Workday worth $26K as of Q1 2026.
IMA Advisory Services left its Workday share count unchanged in Q1 2026.
Workday made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #290 holding.
IMA Advisory Services first reported a position in Workday in Q2 2022 and has held it in 9 quarters since.
IMA Advisory Services's Workday position peaked at $243K in Q4 2022.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.