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Private Wealth Management Group’s Workday WDAY Stock Holding History

Private Wealth Management 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 		$3.55K Sell
29
-139
-83% -$17.6K ﹤0.01% 966
2026
Q1 		$21.8K Buy
168
+136
+425% +$21.6K 0.01% 318
2025
Q4 		$6.87K Hold
32
– – ﹤0.01% 651
2025
Q3 		$7.7K Hold
32
– – ﹤0.01% 616
2025
Q2 		$7.68K Buy
32
+17
+113% +$4.14K ﹤0.01% 577
2025
Q1 		$3.5K Hold
15
– – ﹤0.01% 865
2024
Q4 		$3.87K Hold
15
– – ﹤0.01% 847
2024
Q3 		$3.67K Buy
15
+1
+7% +$236 ﹤0.01% 850
2024
Q2 		$3.13K Sell
14
-4
-22% -$963 ﹤0.01% 895
2024
Q1 		$4.91K Hold
18
– – ﹤0.01% 626
2023
Q4 		$4.97K Buy
+18
New +$4.29K ﹤0.01% 631

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's WDAY Position: Q2 2026 in Review

Private Wealth Management Group reduced its Workday (WDAY) stake by 83% in Q2 2026, selling an estimated $17.6K and leaving 29 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Private Wealth Management Group first reported a position in WDAY in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8K in Q1 2026. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Private Wealth Management Group held 29 shares of Workday worth $3.55K as of Q2 2026.
  • Private Wealth Management Group sold 139 Workday shares in Q2 2026, an estimated $17.6K.
  • Workday made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #966 holding.
  • Private Wealth Management Group first reported a position in Workday in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Workday position peaked at $21.8K in Q1 2026.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.