Private Advisory Group
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Private Advisory Group’s Workday WDAY Stock Holding History

Private Advisory 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
Q3 		$223K Buy
+1,171
New +$204K 0.01% 305

Other funds holding WDAY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Private Advisory Group's WDAY Position: Q3 2026 in Review

Private Advisory Group opened a new position in Workday (WDAY) in Q3 2026: 1,171 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

736 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Private Advisory Group held 1,171 shares of Workday worth $223K as of Q3 2026.
  • Workday was a new Private Advisory Group position in Q3 2026.
  • Workday made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #305 holding.
  • 736 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.