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Kingswood Wealth Advisors’s Workday WDAY Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-883
Closed -$212K – 851
2025
Q2 		$212K Sell
883
-179
-17% -$43.6K 0.02% 685
2025
Q1 		$248K Buy
1,062
+65
+7% +$16.6K 0.02% 612
2024
Q4 		$257K Sell
997
-2,381
-70% -$608K 0.02% 660
2024
Q3 		$825K Buy
+3,378
New +$798K 0.06% 337

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kingswood Wealth Advisors's WDAY Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Workday (WDAY) in Q3 2025, closing a stake of 883 shares — an estimated $212K sold.

Kingswood Wealth Advisors first reported a position in WDAY in Q3 2024 and held it in 4 quarters. The position peaked at $825K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 883 Workday shares in Q3 2025, an estimated $212K.
  • Kingswood Wealth Advisors first reported a position in Workday in Q3 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Workday position peaked at $825K in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.