Pinnacle Wealth Planning Services’s Workday WDAY Stock Holding History

Pinnacle Wealth Planning Services’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	$39.2K	Sell	302 -152	-33%	-$24.1K	﹤0.01%	1332
2025 Q4	$97.5K	Buy	+454	New	+$103K	0.01%	799
2025 Q3	–	Sell	-1,625	Closed	-$390K	–	513
2025 Q2	$390K	Buy	1,625 +27	+2%	+$6.58K	0.05%	238
2025 Q1	$373K	Buy	1,598 +99	+7%	+$25.3K	0.06%	216
2024 Q4	$387K	Buy	1,499 +215	+17%	+$54.9K	0.06%	200
2024 Q3	$314K	Buy	1,284 +77	+6%	+$18.2K	0.04%	295
2024 Q2	$270K	Buy	1,207 +88	+8%	+$21.2K	0.04%	312
2024 Q1	$305K	Buy	1,119 +352	+46%	+$100K	0.04%	290
2023 Q4	$212K	Buy	+767	New	+$183K	0.03%	383
2022 Q1	–	Sell	-745	Closed	-$204K	–	483
2021 Q4	$204K	Buy	+745	New	+$207K	0.04%	365
2021 Q1	–	Sell	-327	Closed	-$78K	–	1931
2020 Q4	$78K	Buy	+327	New	+$73.5K	0.02%	579

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

Pinnacle Wealth Planning Services's WDAY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Workday (WDAY) stake by 33% in Q1 2026, selling an estimated $24.1K and leaving 302 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Pinnacle Wealth Planning Services first reported a position in WDAY in Q4 2020 and has held it in 11 quarters since. The position peaked at $390K in Q2 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Pinnacle Wealth Planning Services held 302 shares of Workday worth $39.2K as of Q1 2026.
Pinnacle Wealth Planning Services sold 152 Workday shares in Q1 2026, an estimated $24.1K.
Workday made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1332 holding.
Pinnacle Wealth Planning Services first reported a position in Workday in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Workday position peaked at $390K in Q2 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.