Merit Financial Group’s Workday WDAY Stock Holding History

Merit Financial 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 Q2	$374K	Sell	3,052 -59	-2%	-$7.47K	﹤0.01%	1676
2026 Q1	$404K	Buy	3,111 +261	+9%	+$41.4K	﹤0.01%	1495
2025 Q4	$612K	Sell	2,850 -1,721	-38%	-$391K	﹤0.01%	1180
2025 Q3	$1.1M	Sell	4,571 -855	-16%	-$198K	0.01%	820
2025 Q2	$1.3M	Buy	5,426 +2,760	+104%	+$672K	0.01%	666
2025 Q1	$623K	Buy	2,666 +426	+19%	+$109K	0.01%	841
2024 Q4	$578K	Buy	+2,240	New	+$572K	0.01%	675
2024 Q3	–	Sell	-3,240	Closed	-$724K	–	970
2024 Q2	$724K	Buy	3,240 +1,675	+107%	+$403K	0.02%	494
2024 Q1	$400K	Buy	+1,565	New	+$446K	0.01%	612
2020 Q4	–	Sell	-1,258	Closed	-$271K	–	241
2020 Q3	$271K	Sell	1,258 -892	-41%	-$176K	0.02%	185
2020 Q2	$403K	Buy	+2,150	New	+$348K	0.04%	145

Other funds holding WDAY

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Merit Financial Group's WDAY Position: Q2 2026 in Review

Merit Financial Group reduced its Workday (WDAY) stake by 1.9% in Q2 2026, selling an estimated $7.47K and leaving 3,052 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Merit Financial Group first reported a position in WDAY in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.3M in Q2 2025. 152 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Merit Financial Group held 3,052 shares of Workday worth $374K as of Q2 2026.
Merit Financial Group sold 59 Workday shares in Q2 2026, an estimated $7.47K.
Workday made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1676 holding.
Merit Financial Group first reported a position in Workday in Q2 2020 and has held it in 11 quarters since.
Merit Financial Group's Workday position peaked at $1.3M in Q2 2025.
152 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.