Perfromance Wealth Partners’s Workday WDAY Stock Holding History

Perfromance Wealth Partners’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	-1,000	Closed	-$215K	–	217
2025 Q4	$215K	Hold	1,000	–	–	0.01%	190
2025 Q3	$241K	Hold	1,000	–	–	0.01%	182
2025 Q2	$240K	Hold	1,000	–	–	0.01%	165
2025 Q1	$234K	Hold	1,000	–	–	0.01%	152
2024 Q4	$258K	Hold	1,000	–	–	0.01%	151
2024 Q3	$244K	Buy	+1,000	New	+$236K	0.01%	166

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

Perfromance Wealth Partners's WDAY Position: Q1 2026 in Review

Perfromance Wealth Partners sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,000 shares — an estimated $215K sold.

Perfromance Wealth Partners first reported a position in WDAY in Q3 2024 and held it in 6 quarters. The position peaked at $258K in Q4 2024. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Perfromance Wealth Partners reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Perfromance Wealth Partners sold 1,000 Workday shares in Q1 2026, an estimated $215K.
Perfromance Wealth Partners first reported a position in Workday in Q3 2024 and held it in 6 quarters.
Perfromance Wealth Partners's Workday position peaked at $258K in Q4 2024.
936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.