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Legacy Capital Wealth Partners’s Workday WDAY Stock Holding History

Legacy Capital Wealth Partners’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
-978
Closed -$235K – 392
2025
Q2 		$235K Buy
978
+17
+2% +$4.14K 0.05% 336
2025
Q1 		$224K Buy
961
+36
+4% +$9.19K 0.06% 325
2024
Q4 		$239K Sell
925
-584
-39% -$149K 0.06% 304
2024
Q3 		$369K Buy
+1,509
New +$356K 0.07% 248

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Capital Wealth Partners's WDAY Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of Workday (WDAY) in Q3 2025, closing a stake of 978 shares — an estimated $235K sold.

Legacy Capital Wealth Partners first reported a position in WDAY in Q3 2024 and held it in 4 quarters. The position peaked at $369K in Q3 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Legacy Capital Wealth Partners reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 978 Workday shares in Q3 2025, an estimated $235K.
  • Legacy Capital Wealth Partners first reported a position in Workday in Q3 2024 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Workday position peaked at $369K in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.