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Marks Group Wealth Management’s Workday WDAY Stock Holding History

Marks Group Wealth Management’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 		– Sell
-4,831
Closed -$628K – 371
2026
Q1 		$628K Buy
4,831
+2,177
+82% +$346K 0.06% 228
2025
Q4 		$570K Buy
+2,654
New +$603K 0.05% 233

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marks Group Wealth Management's WDAY Position: Q2 2026 in Review

Marks Group Wealth Management sold out of Workday (WDAY) in Q2 2026, closing a stake of 4,831 shares — an estimated $628K sold.

Marks Group Wealth Management first reported a position in WDAY in Q4 2025 and held it in 2 quarters. The position peaked at $628K in Q1 2026. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Marks Group Wealth Management reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 4,831 Workday shares in Q2 2026, an estimated $628K.
  • Marks Group Wealth Management first reported a position in Workday in Q4 2025 and held it in 2 quarters.
  • Marks Group Wealth Management's Workday position peaked at $628K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.