Opes Wealth Management’s Workday WDAY Stock Holding History

Opes 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	$397K	Buy	3,053 +15	+0.5%	+$2.38K	0.07%	105
2025 Q4	$653K	Hold	3,038	–	–	0.11%	88
2025 Q3	$731K	Sell	3,038 -5	-0.2%	-$1.16K	0.13%	79
2025 Q2	$730K	Sell	3,043 -6	-0.2%	-$1.46K	0.13%	82
2025 Q1	$712K	Buy	3,049 +6	+0.2%	+$1.53K	0.14%	74
2024 Q4	$785K	Hold	3,043	–	–	0.16%	65
2024 Q3	$744K	Sell	3,043 -30	-1%	-$7.08K	0.14%	67
2024 Q2	$687K	Buy	3,073 +30	+1%	+$7.22K	0.14%	67
2024 Q1	$830K	Hold	3,043	–	–	0.19%	65
2023 Q4	$840K	Hold	3,043	–	–	0.2%	63
2023 Q3	$654K	Buy	3,043 +5	+0.2%	+$1.16K	0.18%	64
2023 Q2	$686K	Hold	3,038	–	–	0.19%	61
2023 Q1	$627K	Hold	3,038	–	–	0.2%	57
2022 Q4	$508K	Hold	3,038	–	–	0.18%	63
2022 Q3	$462K	Sell	3,038 -10	-0.3%	-$1.56K	0.18%	56
2022 Q2	$425K	Hold	3,048	–	–	0.17%	61
2022 Q1	$730K	Hold	3,048	–	–	0.24%	56
2021 Q4	$833K	Hold	3,048	–	–	0.26%	53
2021 Q3	$762K	Buy	+3,048	New	+$755K	0.27%	50

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

Opes Wealth Management's WDAY Position: Q1 2026 in Review

Opes Wealth Management increased its Workday (WDAY) stake by 0.49% in Q1 2026, buying an estimated $2.38K and bringing the position to 3,053 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #105.

Opes Wealth Management first reported a position in WDAY in Q3 2021 and has held it in 19 quarters since. The position peaked at $840K in Q4 2023. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Opes Wealth Management held 3,053 shares of Workday worth $397K as of Q1 2026.
Opes Wealth Management bought 15 Workday shares in Q1 2026, an estimated $2.38K.
Workday made up 0.07% of Opes Wealth Management's portfolio in Q1 2026, its #105 holding.
Opes Wealth Management first reported a position in Workday in Q3 2021 and has held it in 19 quarters since.
Opes Wealth Management's Workday position peaked at $840K in Q4 2023.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.