LGT Financial Advisors’s Workday WDAY Stock Holding History

LGT 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
2025 Q3	–	Sell	-3	Closed	-$720	–	645
2025 Q2	$720	Buy	+3	New	+$731	﹤0.01%	409

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LGT Financial Advisors's WDAY Position: Q3 2025 in Review

LGT Financial Advisors sold out of Workday (WDAY) in Q3 2025, closing a stake of 3 shares — an estimated $720 sold.

LGT Financial Advisors first reported a position in WDAY in Q2 2025 and held it in 1 quarter. The position peaked at $720 in Q2 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

LGT Financial Advisors reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 3 Workday shares in Q3 2025, an estimated $720.
LGT Financial Advisors first reported a position in Workday in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Workday position peaked at $720 in Q2 2025.
1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.