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Opal Wealth Advisors’s Workday WDAY Stock Holding History

Opal Wealth 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
Q3 		– Sell
-1,045
Closed -$251K – 551
2025
Q2 		$251K Buy
1,045
+18
+2% +$4.38K 0.07% 166
2025
Q1 		$240K Sell
1,027
-20
-2% -$5.1K 0.07% 152
2024
Q4 		$270K Buy
1,047
+101
+11% +$25.8K 0.08% 139
2024
Q3 		$231K Buy
946
+47
+5% +$11.1K 0.07% 165
2024
Q2 		$201K Buy
899
+157
+21% +$37.8K 0.06% 177
2024
Q1 		$202K Buy
+742
New +$211K 0.07% 168

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

Opal Wealth Advisors's WDAY Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Workday (WDAY) in Q3 2025, closing a stake of 1,045 shares — an estimated $251K sold.

Opal Wealth Advisors first reported a position in WDAY in Q1 2024 and held it in 6 quarters. The position peaked at $270K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,045 Workday shares in Q3 2025, an estimated $251K.
  • Opal Wealth Advisors first reported a position in Workday in Q1 2024 and held it in 6 quarters.
  • Opal Wealth Advisors's Workday position peaked at $270K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.