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Investment Advisory Group’s Workday WDAY Stock Holding History

Investment Advisory Group’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
Q1 		– Sell
-1,050
Closed -$271K – 174
2024
Q4 		$271K Hold
1,050
– – 0.09% 133
2024
Q3 		$257K Buy
1,050
+8
+0.8% +$1.89K 0.09% 139
2024
Q2 		$233K Sell
1,042
-1
-0.1% -$241 0.09% 142
2024
Q1 		$284K Buy
+1,043
New +$297K 0.12% 120

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Investment Advisory Group's WDAY Position: Q1 2025 in Review

Investment Advisory Group sold out of Workday (WDAY) in Q1 2025, closing a stake of 1,050 shares — an estimated $271K sold.

Investment Advisory Group first reported a position in WDAY in Q1 2024 and held it in 4 quarters. The position peaked at $284K in Q1 2024. 1,143 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • Investment Advisory Group reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
  • Investment Advisory Group sold 1,050 Workday shares in Q1 2025, an estimated $271K.
  • Investment Advisory Group first reported a position in Workday in Q1 2024 and held it in 4 quarters.
  • Investment Advisory Group's Workday position peaked at $284K in Q1 2024.
  • 1,143 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Investment Advisory Group's 13F filing for Q1 2025, filed 14 Apr 2025.