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Prosperity Financial Group’s Workday WDAY Stock Holding History

Prosperity Financial 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
Q1 		– Sell
-1,408
Closed -$302K – 202
2025
Q4 		$302K Buy
+1,408
New +$320K 0.11% 138
2025
Q2 		– Sell
-1,191
Closed -$278K – 183
2025
Q1 		$278K Buy
1,191
+11
+0.9% +$2.81K 0.14% 126
2024
Q4 		$304K Buy
1,180
+123
+12% +$31.4K 0.15% 118
2024
Q3 		$258K Buy
1,057
+34
+3% +$8.03K 0.14% 123
2024
Q2 		$229K Buy
1,023
+42
+4% +$10.1K 0.14% 123
2024
Q1 		$268K Buy
981
+57
+6% +$16.2K 0.17% 116
2023
Q4 		$255K Buy
+924
New +$220K 0.18% 103

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Prosperity Financial Group's WDAY Position: Q1 2026 in Review

Prosperity Financial Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,408 shares — an estimated $302K sold.

Prosperity Financial Group first reported a position in WDAY in Q4 2023 and held it in 7 quarters. The position peaked at $304K in Q4 2024. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Prosperity Financial Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 1,408 Workday shares in Q1 2026, an estimated $302K.
  • Prosperity Financial Group first reported a position in Workday in Q4 2023 and held it in 7 quarters.
  • Prosperity Financial Group's Workday position peaked at $304K in Q4 2024.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.