JWM
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JPL Wealth Management’s Workday WDAY Stock Holding History

JPL 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 		$5.63K Buy
46
+11
+31% +$1.39K ﹤0.01% 740
2026
Q1 		$4.55K Buy
+35
New +$5.55K ﹤0.01% 722
2025
Q4 		– Sell
-124
Closed -$29.9K – 1120
2025
Q3 		$29.9K Buy
+124
New +$28.7K 0.01% 323

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

JPL Wealth Management's WDAY Position: Q2 2026 in Review

JPL Wealth Management increased its Workday (WDAY) stake by 31% in Q2 2026, buying an estimated $1.39K and bringing the position to 46 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

JPL Wealth Management first reported a position in WDAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.9K in Q3 2025. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • JPL Wealth Management held 46 shares of Workday worth $5.63K as of Q2 2026.
  • JPL Wealth Management bought 11 Workday shares in Q2 2026, an estimated $1.39K.
  • Workday made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #740 holding.
  • JPL Wealth Management first reported a position in Workday in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Workday position peaked at $29.9K in Q3 2025.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.