JWA
WDAY icon

JFS Wealth Advisors’s Workday WDAY Stock Holding History

JFS Wealth Advisors’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 		$1.1K Hold
9
– – ﹤0.01% 1777
2026
Q1 		$1.17K Sell
9
-39
-81% -$6.19K ﹤0.01% 1640
2025
Q4 		$10.3K Buy
48
+23
+92% +$5.23K ﹤0.01% 961
2025
Q3 		$6.02K Sell
25
-9
-26% -$2.08K ﹤0.01% 1050
2025
Q2 		$8.16K Sell
34
-12
-26% -$2.92K ﹤0.01% 931
2025
Q1 		$10.7K Buy
46
+15
+48% +$3.83K ﹤0.01% 858
2024
Q4 		$8K Sell
31
-6
-16% -$1.53K ﹤0.01% 933
2024
Q3 		$9.04K Buy
37
+8
+28% +$1.89K ﹤0.01% 891
2024
Q2 		$6.48K Sell
29
-71
-71% -$17.1K ﹤0.01% 952
2024
Q1 		$27.3K Buy
100
+71
+245% +$20.2K ﹤0.01% 558
2023
Q4 		$8.01K Sell
29
-2
-6% -$476 ﹤0.01% 857
2023
Q3 		$6.66K Buy
31
+3
+11% +$696 ﹤0.01% 875
2023
Q2 		$6.33K Hold
28
– – ﹤0.01% 902
2023
Q1 		$5.78K Hold
28
– – ﹤0.01% 931
2022
Q4 		$4.68K Hold
28
– – ﹤0.01% 1014
2022
Q3 		$4K Buy
28
+7
+33% +$1.1K ﹤0.01% 1113
2022
Q2 		$3K Sell
21
-1
-5% -$182 ﹤0.01% 1251
2022
Q1 		$5K Buy
22
+10
+83% +$2.38K ﹤0.01% 1083
2021
Q4 		$3K Buy
12
+6
+100% +$1.67K ﹤0.01% 1002
2021
Q3 		$1K Buy
+6
New +$1.49K ﹤0.01% 818
2021
Q1 		– Sell
-51
Closed -$12K – 630
2020
Q4 		$12K Buy
+51
New +$11.5K ﹤0.01% 406

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's WDAY Position: Q2 2026 in Review

JFS Wealth Advisors held its Workday (WDAY) position steady in Q2 2026 at 9 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

JFS Wealth Advisors first reported a position in WDAY in Q4 2020 and has held it in 21 quarters since. The position peaked at $27.3K in Q1 2024. 908 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • JFS Wealth Advisors held 9 shares of Workday worth $1.1K as of Q2 2026.
  • JFS Wealth Advisors left its Workday share count unchanged in Q2 2026.
  • Workday made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1777 holding.
  • JFS Wealth Advisors first reported a position in Workday in Q4 2020 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Workday position peaked at $27.3K in Q1 2024.
  • 908 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.