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 $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.