Kerr Financial Planning’s Workday WDAY Stock Holding History

Kerr Financial Planning’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 Q4	–	Sell	-4	Closed	-$918	–	563
2025 Q3	$918	Buy	+4	New	+$925	﹤0.01%	516

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kerr Financial Planning's WDAY Position: Q4 2025 in Review

Kerr Financial Planning sold out of Workday (WDAY) in Q4 2025, closing a stake of 4 shares — an estimated $918 sold.

Kerr Financial Planning first reported a position in WDAY in Q3 2025 and held it in 1 quarter. The position peaked at $918 in Q3 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

Kerr Financial Planning reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 4 Workday shares in Q4 2025, an estimated $918.
Kerr Financial Planning first reported a position in Workday in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Workday position peaked at $918 in Q3 2025.
1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.