Mount Yale Investment Advisors’s Workday WDAY Stock Holding History

Mount Yale 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
2025 Q4	–	Sell	-1,237	Closed	-$298K	–	805
2025 Q3	$298K	Buy	1,237 +994	+409%	+$230K	0.02%	524
2025 Q2	$58.3K	Buy	+243	New	+$59.2K	﹤0.01%	776
2024 Q2	–	Sell	-2,912	Closed	-$794K	–	581
2024 Q1	$794K	Buy	2,912 +4	+0.1%	+$1.14K	0.06%	268
2023 Q4	$803K	Sell	2,908 -28	-1%	-$6.67K	0.08%	236
2023 Q3	$631K	Hold	2,936	–	–	0.07%	269
2023 Q2	$663K	Sell	2,936 -63	-2%	-$12.6K	0.07%	270
2023 Q1	$619K	Buy	+2,999	New	+$546K	0.07%	264

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Mount Yale Investment Advisors's WDAY Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Workday (WDAY) in Q4 2025, closing a stake of 1,237 shares — an estimated $298K sold.

Mount Yale Investment Advisors first reported a position in WDAY in Q1 2023 and held it in 7 quarters. The position peaked at $803K in Q4 2023. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

Mount Yale Investment Advisors reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,237 Workday shares in Q4 2025, an estimated $298K.
Mount Yale Investment Advisors first reported a position in Workday in Q1 2023 and held it in 7 quarters.
Mount Yale Investment Advisors's Workday position peaked at $803K in Q4 2023.
1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.