Loring Wolcott & Coolidge Fiduciary Advisors’s Workday WDAY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$10.2K	Hold	83	–	–	﹤0.01%	522
2026 Q1	$9.34K	Buy	+83	New	+$13.2K	﹤0.01%	521
2024 Q2	–	Sell	-40	Closed	-$10.1K	–	587
2024 Q1	$10.1K	Buy	+40	New	+$11.4K	﹤0.01%	495
2022 Q3	–	Sell	-351	Closed	-$49K	–	644
2022 Q2	$49K	Sell	351 -47	-12%	-$8.54K	﹤0.01%	425
2022 Q1	$95K	Buy	398 +333	+512%	+$79.4K	﹤0.01%	380
2021 Q4	$18K	Sell	65 -50	-43%	-$13.9K	﹤0.01%	545
2021 Q3	$29K	Sell	115 -55	-32%	-$13.6K	﹤0.01%	500
2021 Q2	$41K	Buy	+170	New	+$40.9K	﹤0.01%	488
2021 Q1	–	Sell	-35	Closed	-$8K	–	709
2020 Q4	$8K	Buy	+35	New	+$7.86K	﹤0.01%	621
2019 Q4	–	Sell	-200	Closed	-$34K	–	722
2019 Q3	$34K	Hold	200	–	–	﹤0.01%	456
2019 Q2	$41K	Hold	200	–	–	﹤0.01%	420
2019 Q1	$39K	Hold	200	–	–	﹤0.01%	425
2018 Q4	$32K	Hold	200	–	–	﹤0.01%	459
2018 Q3	$29K	Hold	200	–	–	﹤0.01%	466
2018 Q2	$24K	Hold	200	–	–	﹤0.01%	492
2018 Q1	$25K	Hold	200	–	–	﹤0.01%	516
2017 Q4	$20K	Hold	200	–	–	﹤0.01%	522
2017 Q3	$21K	Hold	200	–	–	﹤0.01%	502
2017 Q2	$20K	Hold	200	–	–	﹤0.01%	491
2017 Q1	$17K	Buy	+200	New	+$16.6K	﹤0.01%	509

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WDAY Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Workday (WDAY) position steady in Q2 2026 at 83 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WDAY in Q1 2017 and has held it in 20 quarters since. The position peaked at $95K in Q1 2022. 623 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 83 shares of Workday worth $10.2K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Workday share count unchanged in Q2 2026.
Workday made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #522 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Workday in Q1 2017 and has held it in 20 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Workday position peaked at $95K in Q1 2022.
623 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.