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
2020
Q4 		– Sell
-100
Closed -$2K – 789
2020
Q3 		$2K Buy
+100
New +$19.8K ﹤0.01% 618

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 $60.8B AUM 26.63% 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

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

Kingsview Wealth Management reduced its Workday (WDAY) stake by 13% in Q2 2026, selling an estimated $58.9K and leaving 3,245 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Kingsview Wealth Management first reported a position in WDAY in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.35M in Q1 2024. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Kingsview Wealth Management held 3,245 shares of Workday worth $397K as of Q2 2026.
  • Kingsview Wealth Management sold 465 Workday shares in Q2 2026, an estimated $58.9K.
  • Workday made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1069 holding.
  • Kingsview Wealth Management first reported a position in Workday in Q1 2019 and has held it in 29 quarters since.
  • Kingsview Wealth Management's Workday position peaked at $1.35M in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.