Physician Wealth Advisors’s Workday WDAY Stock Holding History

Physician 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 Q2	$22.4K	Buy	183 +133	+266%	+$16.8K	﹤0.01%	626
2026 Q1	$6.5K	Sell	50 -52	-51%	-$8.25K	﹤0.01%	926
2025 Q4	$21.9K	Sell	102 -167	-62%	-$37.9K	﹤0.01%	566
2025 Q3	$64.8K	Buy	269 +96	+55%	+$22.2K	0.01%	329
2025 Q2	$41.5K	Buy	+173	New	+$42.1K	0.01%	374
2025 Q1	–	Sell	-2	Closed	-$517	–	1528
2024 Q4	$517	Buy	+2	New	+$511	﹤0.01%	1097

Other funds holding WDAY

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's WDAY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Workday (WDAY) stake by 266% in Q2 2026, buying an estimated $16.8K and bringing the position to 183 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Physician Wealth Advisors first reported a position in WDAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.8K in Q3 2025. 152 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Physician Wealth Advisors held 183 shares of Workday worth $22.4K as of Q2 2026.
Physician Wealth Advisors bought 133 Workday shares in Q2 2026, an estimated $16.8K.
Workday made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #626 holding.
Physician Wealth Advisors first reported a position in Workday in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Workday position peaked at $64.8K in Q3 2025.
152 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.