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Milestone Asset Management’s Workday WDAY Stock Holding History

Milestone Asset 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 		$1.17M Buy
9,561
+4,739
+98% +$600K 0.18% 123
2026
Q1 		$626K Buy
+4,822
New +$765K 0.12% 151

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

Milestone Asset Management's WDAY Position: Q2 2026 in Review

Milestone Asset Management increased its Workday (WDAY) stake by 98% in Q2 2026, buying an estimated $600K and bringing the position to 9,561 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #123.

Milestone Asset Management first reported a position in WDAY in Q1 2026 and has held it in 2 quarters since. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Milestone Asset Management held 9,561 shares of Workday worth $1.17M as of Q2 2026.
  • Milestone Asset Management bought 4,739 Workday shares in Q2 2026, an estimated $600K.
  • Workday made up 0.18% of Milestone Asset Management's portfolio in Q2 2026, its #123 holding.
  • Milestone Asset Management first reported a position in Workday in Q1 2026 and has held it in 2 quarters since.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.