Kathleen S. Wright Associates’s Workday WDAY Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	–	Sell	-280	Closed	-$67.2K	–	249
2025 Q2	$67.2K	Hold	280	–	–	0.03%	135
2025 Q1	$65.4K	Hold	280	–	–	0.03%	138
2024 Q4	$72.2K	Hold	280	–	–	0.03%	135
2024 Q3	$68.4K	Hold	280	–	–	0.03%	139
2024 Q2	$62.6K	Hold	280	–	–	0.03%	138
2024 Q1	$76.4K	Buy	280 +30	+12%	+$8.54K	0.04%	125
2023 Q4	$69K	Hold	250	–	–	0.04%	117
2023 Q3	$53.7K	Hold	250	–	–	0.03%	121
2023 Q2	$56.5K	Hold	250	–	–	0.04%	106
2023 Q1	$51.6K	Hold	250	–	–	0.03%	108
2022 Q4	$42K	Hold	250	–	–	0.03%	119
2022 Q3	$38K	Hold	250	–	–	0.03%	115
2022 Q2	$35K	Hold	250	–	–	0.03%	110
2022 Q1	$60K	Hold	250	–	–	0.04%	102
2021 Q4	$68K	Buy	+250	New	+$69.4K	0.05%	95

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kathleen S. Wright Associates's WDAY Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of Workday (WDAY) in Q3 2025, closing a stake of 280 shares — an estimated $67.2K sold.

Kathleen S. Wright Associates first reported a position in WDAY in Q4 2021 and held it in 15 quarters. The position peaked at $76.4K in Q1 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

Kathleen S. Wright Associates reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
Kathleen S. Wright Associates sold 280 Workday shares in Q3 2025, an estimated $67.2K.
Kathleen S. Wright Associates first reported a position in Workday in Q4 2021 and held it in 15 quarters.
Kathleen S. Wright Associates's Workday position peaked at $76.4K in Q1 2024.
1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.