Level Four Advisory Services’s Workday WDAY Stock Holding History

Level Four Advisory Services’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	-5,629	Closed	-$1.21M	–	903
2025 Q4	$1.21M	Sell	5,629 -119	-2%	-$27K	0.04%	370
2025 Q3	$1.38M	Buy	+5,748	New	+$1.33M	0.05%	337

Other funds holding WDAY

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Level Four Advisory Services's WDAY Position: Q1 2026 in Review

Level Four Advisory Services sold out of Workday (WDAY) in Q1 2026, closing a stake of 5,629 shares — an estimated $1.21M sold.

Level Four Advisory Services first reported a position in WDAY in Q3 2025 and held it in 2 quarters. The position peaked at $1.38M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Level Four Advisory Services reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 5,629 Workday shares in Q1 2026, an estimated $1.21M.
Level Four Advisory Services first reported a position in Workday in Q3 2025 and held it in 2 quarters.
Level Four Advisory Services's Workday position peaked at $1.38M in Q3 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.