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Meridian Wealth Management’s Workday WDAY Stock Holding History

Meridian 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
2024
Q4 		– Sell
-1,634
Closed -$399K – 667
2024
Q3 		$399K Buy
1,634
+11
+0.7% +$2.6K 0.02% 463
2024
Q2 		$363K Buy
+1,623
New +$391K 0.04% 211
2019
Q3 		– Sell
-275
Closed -$565 – 502
2019
Q2 		$565 Buy
+275
New +$55.5K 0.02% 360
2018
Q4 		– Sell
-14,456
Closed -$2.11M – 199
2018
Q3 		$2.11M Buy
14,456
+8,325
+136% +$1.16M 0.91% 26
2018
Q2 		$743K Buy
+6,131
New +$785K 0.35% 50

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's WDAY Position: Q4 2024 in Review

Meridian Wealth Management sold out of Workday (WDAY) in Q4 2024, closing a stake of 1,634 shares — an estimated $399K sold.

Meridian Wealth Management first reported a position in WDAY in Q2 2018 and held it in 5 quarters. The position peaked at $2.11M in Q3 2018. 1,131 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • Meridian Wealth Management reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 1,634 Workday shares in Q4 2024, an estimated $399K.
  • Meridian Wealth Management first reported a position in Workday in Q2 2018 and held it in 5 quarters.
  • Meridian Wealth Management's Workday position peaked at $2.11M in Q3 2018.
  • 1,131 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.