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Legacy Financial Advisors’s Workday WDAY Stock Holding History

Legacy Financial 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
2026
Q1 		– Sell
-1,017
Closed -$218K – 430
2025
Q4 		$218K Sell
1,017
-96
-9% -$21.8K 0.03% 374
2025
Q3 		$268K Buy
1,113
+54
+5% +$12.5K 0.04% 349
2025
Q2 		$254K Buy
1,059
+1
+0.1% +$244 0.04% 299
2025
Q1 		$247K Buy
1,058
+32
+3% +$8.17K 0.04% 311
2024
Q4 		$265K Buy
1,026
+6
+0.6% +$1.53K 0.04% 293
2024
Q3 		$249K Buy
1,020
+21
+2% +$4.96K 0.04% 304
2024
Q2 		$223K Buy
999
+73
+8% +$17.6K 0.04% 304
2024
Q1 		$253K Buy
926
+69
+8% +$19.6K 0.05% 275
2023
Q4 		$237K Buy
+857
New +$204K 0.05% 263

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

Legacy Financial Advisors's WDAY Position: Q1 2026 in Review

Legacy Financial Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,017 shares — an estimated $218K sold.

Legacy Financial Advisors first reported a position in WDAY in Q4 2023 and held it in 9 quarters. The position peaked at $268K in Q3 2025. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Legacy Financial Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,017 Workday shares in Q1 2026, an estimated $218K.
  • Legacy Financial Advisors first reported a position in Workday in Q4 2023 and held it in 9 quarters.
  • Legacy Financial Advisors's Workday position peaked at $268K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.