Jamison Private Wealth Management’s Workday WDAY Stock Holding History

Jamison Private Wealth Management’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 Q2	$295K	Buy	+2,413	New	+$306K	0.03%	199
2024 Q4	–	Sell	-438	Closed	-$107K	–	484
2024 Q3	$107K	Hold	438	–	–	0.02%	224
2024 Q2	$97.9K	Buy	438 +6	+1%	+$1.45K	0.02%	219
2024 Q1	$118K	Buy	432 +60	+16%	+$17.1K	0.02%	208
2023 Q4	$103K	Hold	372	–	–	0.02%	203
2023 Q3	$79.9K	Buy	+372	New	+$86.3K	0.02%	210

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jamison Private Wealth Management's WDAY Position: Q2 2026 in Review

Jamison Private Wealth Management opened a new position in Workday (WDAY) in Q2 2026: 2,413 shares worth $295K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Jamison Private Wealth Management previously reported a position in WDAY as recently as Q3 2024.

Jamison Private Wealth Management first reported a position in WDAY in Q3 2023 and has held it in 6 quarters since. 915 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Jamison Private Wealth Management held 2,413 shares of Workday worth $295K as of Q2 2026.
Workday was a new Jamison Private Wealth Management position in Q2 2026.
Workday made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #199 holding.
Jamison Private Wealth Management first reported a position in Workday in Q3 2023 and has held it in 6 quarters since.
915 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.