KWM
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Kingsview Wealth Management’s Workday WDAY Stock Holding History

Kingsview 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
Q1 		$482K Sell
3,710
-325
-8% -$51.6K 0.01% 914
2025
Q4 		$867K Sell
4,035
-201
-5% -$45.7K 0.01% 678
2025
Q3 		$1.02M Sell
4,236
-308
-7% -$71.2K 0.02% 605
2025
Q2 		$1.09M Buy
4,544
+50
+1% +$12.2K 0.02% 561
2025
Q1 		$1.05M Sell
4,494
-375
-8% -$95.7K 0.02% 529
2024
Q4 		$1.26M Sell
4,869
-216
-4% -$55.2K 0.02% 492
2024
Q3 		$1.24M Buy
5,085
+43
+0.9% +$10.2K 0.03% 482
2024
Q2 		$1.13M Buy
5,042
+79
+2% +$19K 0.03% 480
2024
Q1 		$1.35M Buy
4,963
+1,705
+52% +$485K 0.03% 425
2023
Q4 		$899K Sell
3,258
-614
-16% -$146K 0.03% 495
2023
Q3 		$832K Buy
3,872
+15
+0.4% +$3.48K 0.03% 487
2023
Q2 		$871K Buy
3,857
+900
+30% +$180K 0.03% 448
2023
Q1 		$611K Buy
2,957
+180
+6% +$32.8K 0.03% 520
2022
Q4 		$465K Buy
2,777
+340
+14% +$53K 0.02% 529
2022
Q3 		$371K Sell
2,437
-96
-4% -$15K 0.02% 581
2022
Q2 		$354K Buy
2,533
+379
+18% +$68.9K 0.02% 611
2022
Q1 		$516K Sell
2,154
-110
-5% -$26.2K 0.02% 564
2021
Q4 		$618K Sell
2,264
-125
-5% -$34.7K 0.03% 520
2021
Q3 		$597K Sell
2,389
-481
-17% -$119K 0.03% 507
2021
Q2 		$676K Buy
2,870
+232
+9% +$55.8K 0.03% 482
2021
Q1 		$673K Buy
2,638
+284
+12% +$70.2K 0.04% 447
2020
Q4 		$564K Buy
2,354
+419
+22% +$94.1K 0.04% 420
2020
Q3 		$416K Buy
1,935
+226
+13% +$44.7K 0.04% 407
2020
Q2 		$320K Buy
+1,709
New +$276K 0.03% 426
2020
Q1 		– Sell
-1,753
Closed -$288K – 581
2019
Q4 		$288K Buy
1,753
+130
+8% +$21.6K 0.04% 373
2019
Q3 		$276K Buy
1,623
+100
+7% +$19.3K 0.04% 351
2019
Q2 		$313K Buy
1,523
+20
+1% +$4.04K 0.05% 313
2019
Q1 		$290K Buy
+1,503
New +$273K 0.04% 361

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kingsview Wealth Management's WDAY Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Workday (WDAY) stake by 8.1% in Q1 2026, selling an estimated $51.6K and leaving 3,710 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #914.

Kingsview Wealth Management first reported a position in WDAY in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.35M in Q1 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Kingsview Wealth Management held 3,710 shares of Workday worth $482K as of Q1 2026.
  • Kingsview Wealth Management sold 325 Workday shares in Q1 2026, an estimated $51.6K.
  • Workday made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #914 holding.
  • Kingsview Wealth Management first reported a position in Workday in Q1 2019 and has held it in 28 quarters since.
  • Kingsview Wealth Management's Workday position peaked at $1.35M in Q1 2024.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.