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Moneta Group Investment Advisors’s Workday WDAY Stock Holding History

Moneta Group Investment Advisors’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
-1,663
Closed -$357K – 864
2025
Q4 		$357K Buy
1,663
+48
+3% +$10.9K ﹤0.01% 590
2025
Q3 		$389K Sell
1,615
-50
-3% -$11.6K ﹤0.01% 555
2025
Q2 		$400K Buy
1,665
+34
+2% +$8.28K ﹤0.01% 494
2025
Q1 		$381K Sell
1,631
-902
-36% -$230K 0.01% 479
2024
Q4 		$654K Sell
2,533
-536
-17% -$137K 0.01% 347
2024
Q3 		$750K Sell
3,069
-28
-0.9% -$6.61K 0.01% 320
2024
Q2 		$692K Buy
3,097
+828
+36% +$199K 0.01% 327
2024
Q1 		$619K Buy
2,269
+367
+19% +$104K 0.01% 336
2023
Q4 		$525K Sell
1,902
-11
-0.6% -$2.62K 0.01% 333
2023
Q3 		$411K Sell
1,913
-1
-0.1% -$232 0.01% 355
2023
Q2 		$432K Buy
+1,914
New +$383K 0.01% 347
2022
Q2 		– Sell
-910
Closed -$218K – 506
2022
Q1 		$218K Buy
+910
New +$217K 0.01% 412

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Moneta Group Investment Advisors's WDAY Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,663 shares — an estimated $357K sold.

Moneta Group Investment Advisors first reported a position in WDAY in Q1 2022 and held it in 12 quarters. The position peaked at $750K in Q3 2024. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,663 Workday shares in Q1 2026, an estimated $357K.
  • Moneta Group Investment Advisors first reported a position in Workday in Q1 2022 and held it in 12 quarters.
  • Moneta Group Investment Advisors's Workday position peaked at $750K in Q3 2024.
  • 936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.