M3 Advisory Group’s Workday WDAY Stock Holding History

M3 Advisory Group’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 Q1	–	Sell	-778	Closed	-$201K	–	151
2024 Q4	$201K	Buy	+778	New	+$199K	0.14%	144

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

M3 Advisory Group's WDAY Position: Q1 2025 in Review

M3 Advisory Group sold out of Workday (WDAY) in Q1 2025, closing a stake of 778 shares — an estimated $201K sold.

M3 Advisory Group first reported a position in WDAY in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 1,143 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

M3 Advisory Group reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
M3 Advisory Group sold 778 Workday shares in Q1 2025, an estimated $201K.
M3 Advisory Group first reported a position in Workday in Q4 2024 and held it in 1 quarter.
M3 Advisory Group's Workday position peaked at $201K in Q4 2024.
1,143 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on M3 Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.