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Morningstar Investment Services’s Workday WDAY Stock Holding History

Morningstar Investment Services’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
-1,610
Closed -$392K – 398
2024
Q3 		$392K Buy
+1,610
New +$380K ﹤0.01% 306
2024
Q1 		– Sell
-810
Closed -$224K – 414
2023
Q4 		$224K Buy
+810
New +$193K ﹤0.01% 390

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

Morningstar Investment Services's WDAY Position: Q4 2024 in Review

Morningstar Investment Services sold out of Workday (WDAY) in Q4 2024, closing a stake of 1,610 shares — an estimated $392K sold.

Morningstar Investment Services first reported a position in WDAY in Q4 2023 and held it in 2 quarters. The position peaked at $392K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • Morningstar Investment Services reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,610 Workday shares in Q4 2024, an estimated $392K.
  • Morningstar Investment Services first reported a position in Workday in Q4 2023 and held it in 2 quarters.
  • Morningstar Investment Services's Workday position peaked at $392K in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.