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Keudell/Morrison Wealth Management’s Workday WDAY Stock Holding History

Keudell/Morrison 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
2025
Q2 		$261K Sell
1,088
-73
-6% -$17.8K 0.06% 185
2025
Q1 		$271K Buy
1,161
+172
+17% +$43.9K 0.06% 169
2024
Q4 		$255K Buy
989
+2
+0.2% +$511 0.07% 176
2024
Q3 		$241K Buy
+987
New +$233K 0.07% 186
2024
Q2 		– Sell
-773
Closed -$211K – 213
2024
Q1 		$211K Buy
+773
New +$220K 0.06% 193

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Keudell/Morrison Wealth Management's WDAY Position: Q2 2025 in Review

Keudell/Morrison Wealth Management reduced its Workday (WDAY) stake by 6.3% in Q2 2025, selling an estimated $17.8K and leaving 1,088 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #185.

Keudell/Morrison Wealth Management first reported a position in WDAY in Q1 2024 and has held it in 5 quarters since. The position peaked at $271K in Q1 2025. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Keudell/Morrison Wealth Management held 1,088 shares of Workday worth $261K as of Q2 2025.
  • Keudell/Morrison Wealth Management sold 73 Workday shares in Q2 2025, an estimated $17.8K.
  • Workday made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #185 holding.
  • Keudell/Morrison Wealth Management first reported a position in Workday in Q1 2024 and has held it in 5 quarters since.
  • Keudell/Morrison Wealth Management's Workday position peaked at $271K in Q1 2025.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.