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Journey Retirement Planning & Investment Management’s Workday WDAY Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-5,696
Closed -$1.22M – 245
2025
Q4 		$1.22M Buy
+5,696
New +$1.29M 0.25% 99

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Journey Retirement Planning & Investment Management's WDAY Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 5,696 shares — an estimated $1.22M sold.

Journey Retirement Planning & Investment Management first reported a position in WDAY in Q4 2025 and held it in 1 quarter. The position peaked at $1.22M in Q4 2025. 937 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 5,696 Workday shares in Q1 2026, an estimated $1.22M.
  • Journey Retirement Planning & Investment Management first reported a position in Workday in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Workday position peaked at $1.22M in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.