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OneAscent Wealth Management’s Workday WDAY Stock Holding History

OneAscent 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
2025
Q3 		– Sell
-960
Closed -$230K – 194
2025
Q2 		$230K Buy
960
+30
+3% +$7.31K 0.08% 151
2025
Q1 		$217K Sell
930
-86
-8% -$21.9K 0.09% 135
2024
Q4 		$262K Buy
+1,016
New +$260K 0.11% 132

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

OneAscent Wealth Management's WDAY Position: Q3 2025 in Review

OneAscent Wealth Management sold out of Workday (WDAY) in Q3 2025, closing a stake of 960 shares — an estimated $230K sold.

OneAscent Wealth Management first reported a position in WDAY in Q4 2024 and held it in 3 quarters. The position peaked at $262K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • OneAscent Wealth Management reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 960 Workday shares in Q3 2025, an estimated $230K.
  • OneAscent Wealth Management first reported a position in Workday in Q4 2024 and held it in 3 quarters.
  • OneAscent Wealth Management's Workday position peaked at $262K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.