Plante Moran Financial Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $245 | Sell |
2
-17
| -89% | -$2.15K | ﹤0.01% | 1384 |
|
|
2026
Q1 | $2.47K | Hold |
19
| – | – | ﹤0.01% | 619 |
|
|
2025
Q4 | $4.08K | Hold |
19
| – | – | ﹤0.01% | 656 |
|
|
2025
Q3 | $4.57K | Buy |
+19
| New | +$4.39K | ﹤0.01% | 612 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1.12K | – | 923 |
|
|
2024
Q2 | $1.12K | Sell |
5
-24
| -83% | -$5.78K | ﹤0.01% | 723 |
|
|
2024
Q1 | $7.91K | Sell |
29
-44
| -60% | -$12.5K | ﹤0.01% | 634 |
|
|
2023
Q4 | $20.2K | Buy |
+73
| New | +$17.4K | ﹤0.01% | 453 |
|
|
2023
Q3 | – | Sell |
-49
| Closed | -$11.1K | – | 863 |
|
|
2023
Q2 | $11.1K | Buy |
+49
| New | +$9.81K | ﹤0.01% | 540 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$2K | – | 1090 |
|
|
2022
Q2 | $2K | Sell |
16
-184
| -92% | -$33.4K | ﹤0.01% | 858 |
|
|
2022
Q1 | $48K | Sell |
200
-12
| -6% | -$2.86K | 0.01% | 341 |
|
|
2021
Q4 | $58K | Hold |
212
| – | – | 0.01% | 335 |
|
|
2021
Q3 | $53K | Hold |
212
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $51K | Sell |
212
-900
| -81% | -$216K | 0.01% | 371 |
|
|
2021
Q1 | $276K | Buy |
+1,112
| New | +$275K | 0.08% | 135 |
|
|
2020
Q4 | – | Sell |
-45
| Closed | -$10K | – | 1001 |
|
|
2020
Q3 | $10K | Buy |
+45
| New | +$8.9K | ﹤0.01% | 614 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$62K | – | 922 |
|
|
2019
Q2 | $62K | Sell |
300
-400
| -57% | -$80.8K | 0.02% | 296 |
|
|
2019
Q1 | $135K | Buy |
+700
| New | +$127K | 0.04% | 195 |
|
|
2015
Q4 | – | Sell |
-52
| Closed | -$4K | – | 999 |
|
|
2015
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 622 |
|
|
2015
Q2 | $4K | Buy |
52
+37
| +247% | +$3.15K | ﹤0.01% | 651 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 701 |
|
|
2014
Q4 | $1K | Sell |
15
-101
| -87% | -$8.72K | ﹤0.01% | 792 |
|
|
2014
Q3 | $10K | Sell |
116
-27
| -19% | -$2.31K | 0.01% | 545 |
|
|
2014
Q2 | $13K | Buy |
143
+75
| +110% | +$5.9K | 0.01% | 464 |
|
|
2014
Q1 | $6K | Hold |
68
| – | – | 0.01% | 449 |
|
|
2013
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 522 |
|
|
2013
Q3 | $6K | Buy |
+68
| New | +$4.95K | ﹤0.01% | 464 |
|
Other funds holding WDAY
Plante Moran Financial Advisors's WDAY Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its Workday (WDAY) stake by 89% in Q2 2026, selling an estimated $2.15K and leaving 2 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1384.
Plante Moran Financial Advisors first reported a position in WDAY in Q3 2013 and has held it in 26 quarters since. The position peaked at $276K in Q1 2021. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.
- Plante Moran Financial Advisors held 2 shares of Workday worth $245 as of Q2 2026.
- Plante Moran Financial Advisors sold 17 Workday shares in Q2 2026, an estimated $2.15K.
- Workday made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1384 holding.
- Plante Moran Financial Advisors first reported a position in Workday in Q3 2013 and has held it in 26 quarters since.
- Plante Moran Financial Advisors's Workday position peaked at $276K in Q1 2021.
- 917 funds tracked by Wall St. Rank held Workday as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.