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Measured Wealth Private Client Group’s Workday WDAY Stock Holding History

Measured Wealth Private Client 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
2026
Q1 		– Sell
-106
Closed -$22.8K – 785
2025
Q4 		$22.8K Hold
106
– – 0.01% 451
2025
Q3 		$25.5K Buy
+106
New +$24.5K 0.01% 426

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Measured Wealth Private Client Group's WDAY Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 106 shares — an estimated $22.8K sold.

Measured Wealth Private Client Group first reported a position in WDAY in Q3 2025 and held it in 2 quarters. The position peaked at $25.5K in Q3 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 106 Workday shares in Q1 2026, an estimated $22.8K.
  • Measured Wealth Private Client Group first reported a position in Workday in Q3 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Workday position peaked at $25.5K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.