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Outlook Wealth Advisors’s Workday WDAY Stock Holding History

Outlook 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
2026
Q1 		– Sell
-3,010
Closed -$646K – 334
2025
Q4 		$646K Buy
3,010
+471
+19% +$107K 0.15% 142
2025
Q3 		$611K Sell
2,539
-28
-1% -$6.47K 0.15% 141
2025
Q2 		$616K Hold
2,567
– – 0.16% 127
2025
Q1 		$599K Sell
2,567
-26
-1% -$6.64K 0.17% 120
2024
Q4 		$669K Sell
2,593
-17
-0.7% -$4.34K 0.19% 110
2024
Q3 		$638K Sell
2,610
-66
-2% -$15.6K 0.18% 115
2024
Q2 		$598K Sell
2,676
-105
-4% -$25.3K 0.19% 111
2024
Q1 		$759K Sell
2,781
-280
-9% -$79.7K 0.23% 86
2023
Q4 		$845K Sell
3,061
-730
-19% -$174K 0.3% 67
2023
Q3 		$814K Buy
3,791
+142
+4% +$32.9K 0.31% 75
2023
Q2 		$824K Buy
3,649
+1,391
+62% +$279K 0.31% 78
2023
Q1 		$466K Buy
2,258
+56
+3% +$10.2K 0.21% 116
2022
Q4 		$368K Buy
2,202
+28
+1% +$4.37K 0.17% 121
2022
Q3 		$332K Buy
+2,174
New +$340K 0.15% 140

Other funds holding WDAY

BlackRock
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $11.2B AUM 0.58% 1-Year Est. Return

Outlook Wealth Advisors's WDAY Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 3,010 shares — an estimated $646K sold.

Outlook Wealth Advisors first reported a position in WDAY in Q3 2022 and held it in 14 quarters. The position peaked at $845K in Q4 2023. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,010 Workday shares in Q1 2026, an estimated $646K.
  • Outlook Wealth Advisors first reported a position in Workday in Q3 2022 and held it in 14 quarters.
  • Outlook Wealth Advisors's Workday position peaked at $845K in Q4 2023.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.