Jamison Private Wealth Management
WDAY icon

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
Q3 		$457K Sell
2,399
-14
-0.6% -$2.44K 0.05% 179
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% +$1.44K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jamison Private Wealth Management's WDAY Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Workday (WDAY) stake by 0.58% in Q3 2026, selling an estimated $2.44K and leaving 2,399 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #179.

Jamison Private Wealth Management first reported a position in WDAY in Q3 2023 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Jamison Private Wealth Management held 2,399 shares of Workday worth $457K as of Q3 2026.
  • Jamison Private Wealth Management sold 14 Workday shares in Q3 2026, an estimated $2.44K.
  • Workday made up 0.05% of Jamison Private Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Jamison Private Wealth Management first reported a position in Workday in Q3 2023 and has held it in 7 quarters since.
  • 523 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.