LF
WDAY icon

Lantz Financial’s Workday WDAY Stock Holding History

Lantz Financial’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 		– Sell
-932
Closed -$218K – 243
2025
Q1 		$218K Buy
932
+42
+5% +$10.7K 0.06% 205
2024
Q4 		$230K Sell
890
-83
-9% -$21.2K 0.06% 201
2024
Q3 		$238K Buy
+973
New +$230K 0.06% 199
2024
Q1 		– Sell
-826
Closed -$228K – 212
2023
Q4 		$228K Buy
+826
New +$197K 0.08% 183

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 $3.37T AUM 44.26% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Lantz Financial's WDAY Position: Q2 2025 in Review

Lantz Financial sold out of Workday (WDAY) in Q2 2025, closing a stake of 932 shares — an estimated $218K sold.

Lantz Financial first reported a position in WDAY in Q4 2023 and held it in 4 quarters. The position peaked at $238K in Q3 2024. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Lantz Financial reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
  • Lantz Financial sold 932 Workday shares in Q2 2025, an estimated $218K.
  • Lantz Financial first reported a position in Workday in Q4 2023 and held it in 4 quarters.
  • Lantz Financial's Workday position peaked at $238K in Q3 2024.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Lantz Financial's 13F filing for Q2 2025, filed 11 Jul 2025.