MWM
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Mission Wealth Management’s Workday WDAY Stock Holding History

Mission 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 		$1.23M Sell
10,023
-328
-3% -$41.6K 0.02% 420
2026
Q1 		$1.34M Sell
10,351
-833
-7% -$132K 0.03% 274
2025
Q4 		$2.4M Sell
11,184
-154
-1% -$35K 0.05% 197
2025
Q3 		$2.73M Buy
11,338
+5,435
+92% +$1.26M 0.05% 180
2025
Q2 		$1.42M Buy
5,903
+21
+0.4% +$5.12K 0.03% 259
2025
Q1 		$1.37M Buy
5,882
+177
+3% +$45.2K 0.03% 239
2024
Q4 		$1.47M Buy
5,705
+34
+0.6% +$8.69K 0.03% 219
2024
Q3 		$1.39M Sell
5,671
-54
-0.9% -$12.8K 0.03% 230
2024
Q2 		$1.28M Buy
5,725
+298
+5% +$71.7K 0.03% 228
2024
Q1 		$1.48M Sell
5,427
-1,421
-21% -$405K 0.04% 218
2023
Q4 		$1.89M Buy
6,848
+251
+4% +$59.8K 0.06% 153
2023
Q3 		$1.42M Buy
6,597
+169
+3% +$39.2K 0.05% 174
2023
Q2 		$1.45M Buy
6,428
+1,711
+36% +$343K 0.05% 171
2023
Q1 		$974K Buy
4,717
+82
+2% +$14.9K 0.04% 216
2022
Q4 		$776K Buy
4,635
+1,060
+30% +$165K 0.04% 248
2022
Q3 		$544K Buy
3,575
+353
+11% +$55.3K 0.03% 284
2022
Q2 		$450K Buy
3,222
+1,522
+90% +$277K 0.02% 316
2022
Q1 		$407K Buy
1,700
+538
+46% +$128K 0.02% 352
2021
Q4 		$317K Buy
1,162
+8
+0.7% +$2.22K 0.01% 423
2021
Q3 		$288K Buy
+1,154
New +$286K 0.01% 419

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 $59.9B AUM 27.01% 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

Mission Wealth Management's WDAY Position: Q2 2026 in Review

Mission Wealth Management reduced its Workday (WDAY) stake by 3.2% in Q2 2026, selling an estimated $41.6K and leaving 10,023 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #420.

Mission Wealth Management first reported a position in WDAY in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.73M in Q3 2025. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Mission Wealth Management held 10,023 shares of Workday worth $1.23M as of Q2 2026.
  • Mission Wealth Management sold 328 Workday shares in Q2 2026, an estimated $41.6K.
  • Workday made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Mission Wealth Management first reported a position in Workday in Q3 2021 and has held it in 20 quarters since.
  • Mission Wealth Management's Workday position peaked at $2.73M in Q3 2025.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.