NewEdge Wealth’s Workday WDAY Stock Holding History

NewEdge Wealth’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	$1.02M	Sell	7,849 -4,231	-35%	-$672K	0.01%	622
2025 Q4	$2.59M	Sell	12,080 -82,522	-87%	-$18.8M	0.03%	387
2025 Q3	$22M	Buy	94,602 +3,841	+4%	+$888K	0.31%	73
2025 Q2	$20.1M	Buy	90,761 +84,795	+1,421%	+$20.7M	0.31%	79
2025 Q1	$1.39M	Sell	5,966 -986	-14%	-$252K	0.03%	421
2024 Q4	$1.79M	Buy	6,952 +378	+6%	+$96.6K	0.03%	374
2024 Q3	$1.61M	Buy	6,574 +1,833	+39%	+$433K	0.03%	384
2024 Q2	$1.06M	Sell	4,741 -30	-0.6%	-$7.22K	0.02%	410
2024 Q1	$1.2M	Buy	4,771 +1,088	+30%	+$310K	0.03%	400
2023 Q4	$1.02M	Sell	3,683 -915	-20%	-$218K	0.03%	396
2023 Q3	$988K	Sell	4,598 -47	-1%	-$10.9K	0.03%	359
2023 Q2	$1.05M	Buy	4,645 +2,974	+178%	+$596K	0.04%	344
2023 Q1	$345K	Buy	+1,671	New	+$304K	0.01%	477
2022 Q2	–	Sell	-893	Closed	-$214K	–	579
2022 Q1	$214K	Buy	+893	New	+$213K	0.01%	397

Other funds holding WDAY

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

NewEdge Wealth's WDAY Position: Q1 2026 in Review

NewEdge Wealth reduced its Workday (WDAY) stake by 35% in Q1 2026, selling an estimated $672K and leaving 7,849 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #622.

NewEdge Wealth first reported a position in WDAY in Q1 2022 and has held it in 14 quarters since. The position peaked at $22M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

NewEdge Wealth held 7,849 shares of Workday worth $1.02M as of Q1 2026.
NewEdge Wealth sold 4,231 Workday shares in Q1 2026, an estimated $672K.
Workday made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #622 holding.
NewEdge Wealth first reported a position in Workday in Q1 2022 and has held it in 14 quarters since.
NewEdge Wealth's Workday position peaked at $22M in Q3 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.