Portside Wealth Group’s Workday WDAY Stock Holding History

Portside Wealth Group’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	$352K	Buy	2,879 +281	+11%	+$35.6K	0.04%	369
2026 Q1	$338K	Buy	2,598 +453	+21%	+$71.9K	0.05%	344
2025 Q4	$461K	Sell	2,145 -6,583	-75%	-$1.5M	0.06%	275
2025 Q3	$2.1M	Sell	8,728 -6,154	-41%	-$1.42M	0.29%	78
2025 Q2	$3.57M	Sell	14,882 -264	-2%	-$64.3K	0.53%	49
2025 Q1	$3.54M	Sell	15,146 -315	-2%	-$80.4K	0.58%	51
2024 Q4	$3.99M	Sell	15,461 -1,054	-6%	-$269K	0.66%	40
2024 Q3	$4.04M	Buy	16,515 +5,904	+56%	+$1.39M	0.69%	38
2024 Q2	$2.37M	Sell	10,611 -483	-4%	-$116K	0.45%	60
2024 Q1	$3.03M	Sell	11,094 -568	-5%	-$162K	0.56%	48
2023 Q4	$3.22M	Sell	11,662 -998	-8%	-$238K	0.6%	40
2023 Q3	$2.72M	Buy	12,660 +219	+2%	+$50.8K	0.51%	50
2023 Q2	$2.81M	Buy	+12,441	New	+$2.49M	0.52%	49

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Portside Wealth Group's WDAY Position: Q2 2026 in Review

Portside Wealth Group increased its Workday (WDAY) stake by 11% in Q2 2026, buying an estimated $35.6K and bringing the position to 2,879 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #369.

Portside Wealth Group first reported a position in WDAY in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.04M in Q3 2024. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Portside Wealth Group held 2,879 shares of Workday worth $352K as of Q2 2026.
Portside Wealth Group bought 281 Workday shares in Q2 2026, an estimated $35.6K.
Workday made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #369 holding.
Portside Wealth Group first reported a position in Workday in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Workday position peaked at $4.04M in Q3 2024.
910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.