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Mowery & Schoenfeld Wealth Management’s Workday WDAY Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-8
Closed -$1.72K – 494
2025
Q4 		$1.72K Buy
+8
New +$1.82K ﹤0.01% 404

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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 $10.3B AUM 4.84% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WDAY Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 8 shares — an estimated $1.72K sold.

Mowery & Schoenfeld Wealth Management first reported a position in WDAY in Q4 2025 and held it in 1 quarter. The position peaked at $1.72K in Q4 2025. 937 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 8 Workday shares in Q1 2026, an estimated $1.72K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Workday in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Workday position peaked at $1.72K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.