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Integrated Wealth Concepts’s Workday WDAY Stock Holding History

Integrated Wealth Concepts’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 		$219K Buy
1,683
+742
+79% +$118K ﹤0.01% 2057
2025
Q4 		$202K Sell
941
-2,705
-74% -$615K ﹤0.01% 1527
2025
Q3 		$878K Sell
3,646
-258
-7% -$59.7K 0.01% 1050
2025
Q2 		$937K Buy
3,904
+1,849
+90% +$450K 0.01% 959
2025
Q1 		$480K Buy
2,055
+21
+1% +$5.36K 0.01% 1163
2024
Q4 		$525K Buy
2,034
+388
+24% +$99.1K 0.01% 1100
2024
Q3 		$402K Buy
1,646
+130
+9% +$30.7K ﹤0.01% 1181
2024
Q2 		$339K Sell
1,516
-1,932
-56% -$465K ﹤0.01% 1251
2024
Q1 		$941K Buy
3,448
+287
+9% +$81.7K 0.01% 778
2023
Q4 		$873K Sell
3,161
-34
-1% -$8.1K 0.01% 781
2023
Q3 		$686K Buy
3,195
+106
+3% +$24.6K 0.01% 846
2023
Q2 		$698K Buy
+3,089
New +$619K 0.01% 826

Other funds holding WDAY

BlackRock
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
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

Integrated Wealth Concepts's WDAY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Workday (WDAY) stake by 79% in Q1 2026, buying an estimated $118K and bringing the position to 1,683 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Integrated Wealth Concepts first reported a position in WDAY in Q2 2023 and has held it in 12 quarters since. The position peaked at $941K in Q1 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Integrated Wealth Concepts held 1,683 shares of Workday worth $219K as of Q1 2026.
  • Integrated Wealth Concepts bought 742 Workday shares in Q1 2026, an estimated $118K.
  • Workday made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2057 holding.
  • Integrated Wealth Concepts first reported a position in Workday in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Workday position peaked at $941K in Q1 2024.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.